周四盘后，存储芯片巨头闪迪(SanDisk Corp, SNDK)股价大涨6.53%，延续了近期的强劲走势。这一涨幅主要受到多家华尔街投行大幅上调目标价的推动。
据报道，美银美林将闪迪的目标价从125美元大幅上调至230美元，并维持买入评级。美银分析师认为，在人工智能(AI)需求驱动的存储超级周期下，闪迪作为主要NAND供应商的市净率估值倍数应重估至3-4倍水平。此外，瑞穗证券和杰富瑞也分别将闪迪的目标价上调至215美元和180美元。
分析师们普遍看好闪迪的前景，主要基于以下几个因素：首先，AI数据中心需求正推动NAND闪存定价上涨；其次，企业级SSD产品的高毛利率将成为主要盈利驱动力；最后，NAND供需失衡局面预计将持续，支撑利润率进一步提升。值得注意的是，闪迪股价过去三个月累计涨幅已超过500%，成为美股表现最佳的股票之一。随着存储行业整体走强，投资者对闪迪的未来发展前景保持乐观态度。
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