5月26日，闪迪盘中上涨4.11%，报1539.99美元/股，成交额9.94亿美元。
消息面上，花旗近日将闪迪目标价从1300美元大幅上调至2025美元，维持买入评级，上调幅度超55%。花旗核心逻辑是将闪迪从"周期高点交易"重新定位至"合约化NAND供给权"框架，预计NAND均价同比上涨186%，企业级SSD均价涨幅达265%。同时，闪迪CEO戈克勒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。此外，有分析师将闪迪目标价上调至3000美元，认为当前基于2027财年市盈率仅7倍，估值未充分反映其AI存储核心地位。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.