9月10日，闪迪盘中下跌4.18%，报1713.71美元/股，成交额29.05亿美元。
消息面上，铠侠CEO当日公开表示NAND"价格已涨够了"，对存储芯片持续涨价预期形成直接压制，与高盛看多存储板块的研报构成多空对峙。闪迪股价年初至今累计涨幅已逾400%，此前曾于6月下旬触及2350美元高点，近一个月持续遭遇获利回吐。尽管Argus近日将闪迪评级上调至"买入"，但目标价仅为1600美元，低于当前股价，反而强化了估值偏高的市场担忧。同日高盛科技大会上，闪迪管理层判断NAND供给长期偏紧、AI推理需求持续扩张，但短期NAND涨价见顶预期与获利盘抛压交织，令股价进一步承压。美光9月30日财报将成为存储板块多空博弈的关键节点。
（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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