花旗：将美光科技(MU.O)目标价从1200美元上调至1400美元。

Micron Technology (MU.O) reported fiscal 2026 Q3 revenue of $41.456 bln, versus market expectation of $35.423 bln and $9.301 bln in the year-ago quarter.

Yen weakness, despite policy efforts to halt the fall, could lift aggregate profits at Japanese automakers by about ¥934bn (≈$5.8bn) if the currency stays near current levels. Toyota’s May guidance assumes $1=¥150 versus the current ~¥161; Toyota estimates each ¥1 depreciation boosts its operating profit by ¥50bn, implying a substantial benefit from continued yen weakness. Other OEM assumptions are more conservative: Honda $1=¥145, Nissan $1=¥150, Subaru and Mazda $1=¥155. In yuan terms of input costs, raw material and energy prices in yen have fallen more than 30% from late‑April peaks after the US‑Iran peace agreement. Analyst Tatsuo Yoshida says the recent developments could be materially positive for firms that already factored Middle East risks into forecasts and that lower gasoline prices may help consumer confidence and support vehicle demand.