8月14日，闪迪盘前上涨4.89%，报1603.11美元/股，延续前一交易日逾13%的强势涨幅。
消息面上，闪迪在投资者日公布长期财务模型，预计2028至2030财年营收保持中高双位数增长，非GAAP毛利率约80%，营业利润率约75%，调整后自由现金流率约50%，并承诺将100%超额现金返还股东。公司还披露已从8家客户处锁定939亿美元合同总值，同时宣布明年将交付首批用于AI推理设备的HBF样品。高盛给出2200美元目标价，加拿大皇家银行上调目标价至1600美元，多家机构看好AI推理驱动的NAND存储长期增长逻辑。
（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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