5月29日，闪迪盘中上涨3.14%，报1702.355美元/股，成交额27.06亿美元。
消息面上，巴克莱分析师Tom O'Malley将闪迪目标价从1200美元大幅上调至2300美元，评级从"中性"上调至"增持"，此前花旗亦将目标价上调至2025美元。巴克莱指出，存储板块正进入由长期合约、供应收紧及前所未有的定价能见度驱动的全新阶段，供需失衡可能持续至2027年，视闪迪为此轮行业转型最大受益者之一。闪迪首席技术官Alper Ilkbahar表示，全球AI竞赛越来越以存储器而非算力为中心，这一趋势或加剧全球史无前例的存储器芯片供应紧张局面。同业西部数据、希捷科技同步创新高，板块资金共振明显。
（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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