闪迪(SNDK)今日盘中股价大幅上涨5.10%，表现强劲。
消息面上，此次股价上涨主要受到多重利好因素推动。首先，人工智能(AI)存储需求持续爆发，数据中心AI服务器存储容量需求同比增长超过300%，同时NAND闪存出现结构性短缺，预计这一状况将延续至2028年，为存储芯片厂商创造了有利的行业环境。
其次，市场对该公司即将发布的2026财年第三季度财报抱有极高预期。分析师预计，得益于存储芯片供需趋紧和价格上涨，公司第三季度平均售价(ASP)环比涨幅可能超过60%，净利润同比增幅有望超过800%。此外，广发证券将闪迪的评级上调至“买入”，并给出了1277美元的乐观目标价，进一步提振了市场信心。公司的高带宽闪存(HBF)技术也预计将在下半年量产，该技术容量大、成本低，并与英伟达深度合作，巩固了其在AI推理存储领域的核心地位。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.