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マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸 episode artwork

EPISODE · May 26, 2026 · 18 MIN

マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸

from 米国株投資で幸せ作り · host beikoku-stock

マイクロン（MU）にUBSが目標株価1,625ドルを提示。AIメモリ需要、DRAM・NAND不足、長期契約が半導体株の評価軸をどう変えるのかを解説します。https://beikoku-stock.com/2026/05/27/micron-ai-memory-ubs-1625-target/

Episode metadata supplied by the publisher feed · Published May 26, 2026

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マイクロンに1,625ドル予想　AIメモリ不足が変える半導体株の評価軸

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This episode was published on May 26, 2026.

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