核心亮點說明:
1. 技術面(Timing):
短線處於「上升楔形」變盤末端,適合等待確立方向(突破$1,100或 回測$980) 再行操作。
2. 基本面與週期(Valuation):
AI對HBM的爆發性需求打破了傳統記憶體下行週期,毛利率與營收創歷史新高,基本面極其強勁。
3. 目標價(Target):
華爾街平均預估$1,385+, 距離現價約有30%上行空間。
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