周四盘中，闪存巨头闪迪（SanDisk Corp，股票代码：SNDK）股价意外大跌5.08%，引发市场关注。这一跌幅出现在多家华尔街投行纷纷上调该公司目标价的背景下，显得格外引人注目。
根据最新消息，美银美林大幅上调闪迪目标价至230美元，维持买入评级。美银分析师认为，在AI驱动的存储超级周期下，闪迪的市净率估值倍数应重估至3-4倍水平。同时，瑞穗证券和杰富瑞也分别将目标价上调至215美元和180美元。分析师们普遍看好闪迪在企业级SSD市场的增长潜力，预期其将受益于AI数据中心需求的快速增长。
尽管有如此积极的分析师评级，闪迪股价仍出现显著下跌。这一反常现象可能源于投资者对近期股价快速上涨后的获利回吐，或是对当前估值水平的担忧。值得注意的是，闪迪股价在过去三个月累计涨幅超过500%，为美股表现最佳的股票之一。市场参与者可能需要时间消化这些积极预期，同时权衡短期风险。
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