キオクシア レーティング変更観測⚠️
モルガン・スタンレーMUFG証券がInvestor dayの内容を受けて目標株価を大幅に引き上げ
70,000円 → 105,000円以上
Morgan Stanley raised its price target on Kioxia by over 50% following the investor day. The firm stated that AI inference growth should support the stock at a free cash flow yield of approximately 10%, despite expected cyclicality in the NAND market.