[Morgan Stanley Raises Target Prices for Jiangbolong, Phison Electronics, and Silicon Motion Technology]
According to Trend Research, Morgan Stanley released a NAND industry report, raising the target price for Jiangbolong from RMB 300 to RMB 673, Phison Electronics from TWD 2,248 to TWD 2,588, and Silicon Motion Technology from USD 155 to USD 400, noting a divergence in demand between AI and consumer electronics.