9月17日，闪迪盘前上涨3.03%，报1566.0美元/股，成交额1.94亿美元，延续前一交易日存储板块反弹势头。
消息面上，花旗最新研报预计全球内存资本支出将同比大增46.5%至804亿美元，指出需求端受AI驱动急速攀升，而供给端受制于HBM产能占用和技术迁移放缓，供需缺口短期难以填补，提振存储板块整体情绪。此外，标普道琼斯指数此前宣布闪迪将于9月21日正式纳入标普100指数，被动资金配置预期持续发酵。前一交易日存储概念股已集体上攻，西部数据涨3.72%，SK海力士涨2.69%，板块做多氛围延续至盘前。
闪迪是基于NAND闪存技术的数据存储设备和解决方案的领先开发商、制造商和提供商，产品涵盖固态驱动器、嵌入式产品及可拆卸卡等。
（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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