闪迪（SNDK）今日盘中大涨5.12%，表现显著强于近期震荡的存储芯片板块。
消息面上，此前谷歌发布AI压缩算法TurboQuant，引发市场对高带宽内存（HBM）及DRAM需求可能被削弱的担忧，导致美光、闪迪等存储类股份普遍下挫。然而，有分析指出，本轮抛售更接近情绪驱动，而非基本面拐点。美国银行认为，类似的压缩与量化技术并非首次出现，评估AI产业链需求的关键指标仍是资本开支。此外，“杰文斯悖论”指出，效率提升可能反向刺激需求增长，扩大AI应用场景，从而提升整体算力与存储需求规模。当前全球内存行业仍处于供需紧平衡状态，供給紧张预计持续至2027年前后，这为股价提供了支撑。
盘中，市场情绪似乎发生逆转，投资者可能重新评估了存储板块的长期前景，认为之前的抛售过度，从而推动闪迪股价反弹。
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.