6月1日，闪迪夜盘上涨3.01%，报1747.95美元/股，成交额1.54亿美元。
消息面上，巴克莱分析师Tom O'Malley此前将闪迪目标价从1200美元大幅上调至2300美元，评级从"中性"上调至"增持"，花旗亦将目标价上调至2025美元。巴克莱指出，存储板块正进入由长期合约、供应收紧及前所未有的定价能见度驱动的全新阶段，供需失衡可能持续至2027年，视闪迪为此轮行业转型最大受益者之一。此外，闪迪CTO表示全球AI竞赛越来越以存储器而非算力为中心，正研发的高频宽快闪存储器（HBF）能提供远高于HBM的容量与密度，更适合未来AI推论需求，样品预计年底提供。多重利好叠加推动股价延续上行动能。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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