闪迪（SNDK）在今日夜盘交易时段大涨5.07%，延续了近期存储概念股的强劲走势。
消息面上，此次上涨主要受到AI驱动的存储超级周期与公司出色的财务表现双重推动。全球AI基础设施的快速扩张，特别是AI推理场景对大容量、高带宽闪存需求的爆发，为存储行业带来了前所未有的增长机遇。与此同时，NAND闪存供给端的收缩与旺盛的需求形成了持续的紧平衡格局，进一步推升了行业景气度。
闪迪自身的基本面表现极为亮眼，最新公布的财报显示其营收和利润均实现数倍增长，远超市场预期。此外，公司已锁定与超大规模云厂商价值420亿美元的长期合同，盈利能见度大幅提升。市场正在重新评估其投资价值，将其从传统的半导体周期股重新定价为具有高成长性的AI受益股，这构成了股价上涨的核心逻辑。
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