8月13日，闪迪盘中上涨3.44%，报1390.4美元/股，成交额24.03亿美元。
消息面上，闪迪于美东时间8月13日举行从西部数据拆分后首次投资者日，市场期待管理层就约80%合约毛利率的可持续性及AI存储长期增长路径提供明确指引。此外，铠侠与闪迪此前联合发布面向AI应用的第九代2TB QLC 3D闪存技术，精准定位AI与数据密集型应用场景，叠加长期供应协议已扩散至闪迪等厂商，供应商定价权深度重塑。据FactSet数据，闪迪当前分析师平均评级为"超配"，平均目标价约2234美元，远高于当前股价。存储板块整体联动走强，西部数据涨3.38%。
（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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