闪迪(SNDK)今日盘中股价大幅上涨5.60%,表现强劲。
消息面上,联博集团分析师Mark Newman维持对闪迪的买入评级,并将其目标价从1,000美元大幅上调至1,250美元,此举显著增强了市场对该股的信心。同时,瑞银分析指出,全球DRAM市场已形成高度整合的三寡头格局,供应端缺乏足够的竞争性扩产动力,预计供需缺口将持续至2027年第四季度,价格上行压力将更加持久,这为闪迪所在的存储行业带来了积极的长期预期。
闪迪(SNDK)今日盘中股价大幅上涨5.60%,表现强劲。
消息面上,联博集团分析师Mark Newman维持对闪迪的买入评级,并将其目标价从1,000美元大幅上调至1,250美元,此举显著增强了市场对该股的信心。同时,瑞银分析指出,全球DRAM市场已形成高度整合的三寡头格局,供应端缺乏足够的竞争性扩产动力,预计供需缺口将持续至2027年第四季度,价格上行压力将更加持久,这为闪迪所在的存储行业带来了积极的长期预期。
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