闪迪（SanDisk Corp，股票代码：SNDK）今日盘中股价大跌5.21%，引发市场关注。
消息面上，据行业媒体报道，闪迪已将其11月份的NAND闪存合约价格大幅上调50%。这一调整源于存储器市场供应趋紧，主要受人工智能数据中心需求激增和晶圆供应短缺的影响。市场担忧此次涨价可能导致下游模块制造商暂停出货并重新评估报价，从而对闪迪的供应链和客户关系造成短期冲击。
闪迪（SanDisk Corp，股票代码：SNDK）今日盘中股价大跌5.21%，引发市场关注。
消息面上，据行业媒体报道，闪迪已将其11月份的NAND闪存合约价格大幅上调50%。这一调整源于存储器市场供应趋紧，主要受人工智能数据中心需求激增和晶圆供应短缺的影响。市场担忧此次涨价可能导致下游模块制造商暂停出货并重新评估报价，从而对闪迪的供应链和客户关系造成短期冲击。
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