闪迪(SNDK)今日盘中大涨5.01%，股价表现强劲。
消息面上，花旗近期将闪迪目标价从1300美元大幅上调至2025美元，维持买入评级，上调幅度超55%。花旗核心逻辑是认为AI智能体浪潮正推动NAND存储进入“超级景气周期”，预计NAND平均售价将同比上涨186%，其中企业级SSD(eSSD)均价涨幅高达265%，供应紧张态势预计将持续至2027年。花旗将闪迪重新定位为“合约化NAND供给权”框架下的核心资产。
此外，闪迪CEO在摩根大通会议上表示，闪存市场将在“很长一段时间内”持续供不应求，公司正转向签订带有价格下限的多年期协议，以平滑周期波动、稳定收入预期。闪迪最新季度财报显示营收同比暴增252%至59.5亿美元，运营利润率达69%，公司并启动了60亿美元的回购计划，进一步增强了投资者信心。另有分析师将闪迪目标价上调至3000美元，认为当前估值未充分反映其在AI存储领域的核心地位。
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