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Setn
@setn.com · 1 hour

外資調高5檔記憶體目標價喊:越跌越該買

外資調高5檔記憶體目標價喊:越跌越該買
受到美股影響,台股週五重挫1683.5點,跌幅-3.64%,指數終場收在44571.76點,不僅摜破月線也跌破45000點大關,不過受惠美光財報優於預期,記憶體仍受到外資看好,旺宏(2337)在一片綠中上漲,獲得外資「認錯回補」5.7萬張收紅,摩根士丹利(大摩)也一舉上調5檔記憶體指標大廠目標價。 記憶體身為AI的核心瓶頸,近期雖然受到蘋果要求漲價等利空攻擊,但籌碼面融資持續...
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