4.2 Markets 美光盘前领涨，商务部推动需求，DRAM和NAND价格预期上涨，内存芯片市场动能增强。
内存芯片板块近期获得双重利好推动。美光（Micron）在盘前交易中表现强劲，美国商务部也推动苹果等企业在美国本土采购更多内存芯片，进一步提振了市场需求。 KeyBanc预计，DRAM价格有望上涨15-20%，而NAND价格则可能上涨30-40%。AI应用持续推动内存芯片需求，形成动能与基本面共振的格局。 但主要风险在于DRAM和NAND价格若下跌速度超预期，可能削弱行业强周期逻辑。美光在盘前内存芯片动能回归时，股价一度突破100美元。
Semiconductor Rally Defies Market Weakness as Retail Earnings Loom
The Dow Jones, Nasdaq 100, and S&P 500 are trading mixed as attention focuses on the Federal Reserve.
Chip Stocks Rise While Broader Market Falls Ahead of Retail Earnings Week
Nasdaq futures rise 170 points: 5 key points before Wall Street opens
US stock index futures were mixed, with Nasdaq 100 futures rising more than 0.5%.
