异动解读 | 多家投行密集上调闪迪目标价,Tradr 2倍多头SNDK Daily ETF盘中大涨10.85%

异动解读
May 28

Tradr 2X Long SNDK Daily ETF(SNXX)今日盘中大涨10.85%,引起了市场的广泛关注。

消息面上,多家华尔街投行密集上调其标的公司闪迪的目标价,成为该杠杆ETF走强的核心催化因素。巴克莱将闪迪评级从"等权重"升级至"跑赢大盘",目标价从1200美元大幅上调至2300美元;瑞穗证券同日也将目标价由1625美元上调至1825美元,并维持"跑赢大盘"评级。

机构普遍认为,人工智能(AI)训练与推理催生了海量数据需求,叠加云厂商3至5年长期供货协议锁定产能,NAND闪存行业正经历"去周期化"估值重塑,供不应求的格局有望延续至2028年,量价齐升的确定性较高,这共同推动了相关ETF的价格上涨。

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