今日盘中，存储芯片巨头闪迪（SanDisk Corp，股票代码：SNDK）股价出现大幅下跌，跌幅高达5.08%。这一走势引起了市场的广泛关注，尤其是在多家华尔街投行刚刚上调闪迪目标价的背景下。
近期，美银美林、瑞穗证券和杰富瑞等多家投行纷纷上调了闪迪的目标价。其中，美银美林将目标价从125美元大幅上调至230美元，并维持买入评级。分析师认为，在AI驱动的存储超级周期下，闪迪作为NAND供应商的市净率估值倍数应重估至3-4倍水平。这些利好消息推动闪迪股价在过去三个月累计涨幅超过500%，成为美股表现最佳的股票之一。
然而，尽管长期前景看好，闪迪股价今日却出现大跌。分析认为，这可能是由于投资者在股价大幅上涨后选择获利了结，导致短期内出现回调。此外，市场对于高估值的担忧也可能是导致股价下跌的原因之一。尽管如此，多数分析师仍然看好闪迪的长期发展前景，认为AI数据中心需求增长、NAND闪存定价能力提升以及企业级SSD产品的高毛利率将继续推动公司业绩增长。投资者需要密切关注闪迪未来的财报表现，以验证这些乐观预期是否能够兑现。
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