异动解读 | SanDisk盘后大涨6.53%，华尔街大幅上调目标价至230美元

异动解读

Nov 07, 2025

周四盘后交易中，存储芯片巨头SanDisk Corp（SNDK）股价大涨6.53%，创下历史新高。这一涨势主要受到多家华尔街投行大幅上调目标价的推动，分析师们看好公司在人工智能（AI）驱动的"存储超级周期"中的表现。

美国银行美林证券在最新研报中将SanDisk的目标价从125美元大幅上调至230美元，并维持买入评级。美银分析师认为，在AI需求驱动的存储超级周期下，这家NAND闪存供应商的市净率估值倍数应重估至3-4倍水平。美银预计SanDisk的收入在2025-2028财年将以16%的复合年增长率增长，同期每股收益（EPS）增长超过5倍。分析师特别指出，数据中心需求的快速增长正在显著推动NAND闪存定价，而企业级SSD（固态硬盘）产品的高毛利率将成为主要盈利驱动力。

除美银外，瑞穗证券和杰富瑞也分别将SanDisk的目标价上调至215美元和180美元。这些投行普遍认为，SanDisk在NAND定价方面表现出极大的韧性，且存储行业正持续受益于AI增长带来的高容量存储解决方案需求。值得注意的是，SanDisk股价过去三个月累计涨幅已超过500%，成为期间美股表现最好的12只股票之一。这一最新的盘后大涨进一步巩固了其在存储概念股中的领先地位。

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.

Most Discussed

1
2
3
4
5
6
7
8
9
10

{"basename":"","ssrTDKData":{"titleTemplate":"%s - Tiger Brokers","title":"Tiger Brokers | Global Stocks, Options & Futures Trading App","description":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","keywords":"tiger brokers,tiger trade,tiger brokers singapore,broker online,stock trading in singapore,share trading singapore,brokerage firm singapore,trading app,stock broker singapore,stock trading platforms,trading account","social":{"ogDescription":"Tiger Brokers, one-stop investment in US stocks, SGX stocks, HK stocks, A-shares & other global assets. One of the best stock trading platforms in Singapore.","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/news/1143037281"},"companyName":"Tiger Brokers"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"1143037281\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/1143037281?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-07 05:38","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1143037281","market":"hk","top_or_hot":-1,"title":"异动解读 | SanDisk盘后大涨6.53%，华尔街大幅上调目标价至230美元","media":"异动解读","content":"<p>周四盘后交易中，存储芯片巨头SanDisk Corp（SNDK）股价大涨6.53%，创下历史新高。这一涨势主要受到多家华尔街投行大幅上调目标价的推动，分析师们看好公司在人工智能（AI）驱动的\"存储超级周期\"中的表现。</p>\n\n<p>美国银行美林证券在最新研报中将SanDisk的目标价从125美元大幅上调至230美元，并维持买入评级。美银分析师认为，在AI需求驱动的存储超级周期下，这家NAND闪存供应商的市净率估值倍数应重估至3-4倍水平。美银预计SanDisk的收入在2025-2028财年将以16%的复合年增长率增长，同期每股收益（EPS）增长超过5倍。分析师特别指出，数据中心需求的快速增长正在显著推动NAND闪存定价，而企业级SSD（固态硬盘）产品的高毛利率将成为主要盈利驱动力。</p>\n\n<p>除美银外，瑞穗证券和杰富瑞也分别将SanDisk的目标价上调至215美元和180美元。这些投行普遍认为，SanDisk在NAND定价方面表现出极大的韧性，且存储行业正持续受益于AI增长带来的高容量存储解决方案需求。值得注意的是，SanDisk股价过去三个月累计涨幅已超过500%，成为期间美股表现最好的12只股票之一。这一最新的盘后大涨进一步巩固了其在存储概念股中的领先地位。</p>","source":"ai_movement_cn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | SanDisk盘后大涨6.53%，华尔街大幅上调目标价至230美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | SanDisk盘后大涨6.53%，华尔街大幅上调目标价至230美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-11-07 05:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周四盘后交易中，存储芯片巨头SanDisk Corp（SNDK）股价大涨6.53%，创下历史新高。这一涨势主要受到多家华尔街投行大幅上调目标价的推动，分析师们看好公司在人工智能（AI）驱动的\"存储超级周期\"中的表现。</p>\n\n<p>美国银行美林证券在最新研报中将SanDisk的目标价从125美元大幅上调至230美元，并维持买入评级。美银分析师认为，在AI需求驱动的存储超级周期下，这家NAND闪存供应商的市净率估值倍数应重估至3-4倍水平。美银预计SanDisk的收入在2025-2028财年将以16%的复合年增长率增长，同期每股收益（EPS）增长超过5倍。分析师特别指出，数据中心需求的快速增长正在显著推动NAND闪存定价，而企业级SSD（固态硬盘）产品的高毛利率将成为主要盈利驱动力。</p>\n\n<p>除美银外，瑞穗证券和杰富瑞也分别将SanDisk的目标价上调至215美元和180美元。这些投行普遍认为，SanDisk在NAND定价方面表现出极大的韧性，且存储行业正持续受益于AI增长带来的高容量存储解决方案需求。值得注意的是，SanDisk股价过去三个月累计涨幅已超过500%，成为期间美股表现最好的12只股票之一。这一最新的盘后大涨进一步巩固了其在存储概念股中的领先地位。</p>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SNDK","symbol_name":"闪迪","start_time":0,"source_url":"","article_id":"1143037281","we_media_id":"1092702339","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1143037281","pubTimestamp":1762465131,"columns":[],"sourceInfo":{"source_id":"ai_movement_cn","name":"异动解读"},"weMediaInfo":{"media_name":"异动解读","introduction":"个股异动一手消息解读","home_visible":1,"id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"summary":"周四盘后交易中，存储芯片巨头SanDisk Corp股价大涨6.53%，创下历史新高。这一涨势主要受到多家华尔街投行大幅上调目标价的推动，分析师们看好公司在人工智能驱动的\"存储超级周期\"中的表现。美国银行美林证券在最新研报中将SanDisk的目标价从125美元大幅上调至230美元，并维持买入评级。除美银外，瑞穗证券和杰富瑞也分别将SanDisk的目标价上调至215美元和180美元。值得注意的是，SanDisk股价过去三个月累计涨幅已超过500%，成为期间美股表现最好的12只股票之一。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"SNDK":"闪迪"},"translate_title":"Interpretation of changes | SanDisk rose 6.53% after hours, and Wall Street sharply raised its target price to $230","themeId":"007e481c8404fdc4a0304bab45f9dc4d","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SNDK":1},"content_text":"周四盘后交易中，存储芯片巨头SanDisk Corp（SNDK）股价大涨6.53%，创下历史新高。这一涨势主要受到多家华尔街投行大幅上调目标价的推动，分析师们看好公司在人工智能（AI）驱动的\"存储超级周期\"中的表现。\n美国银行美林证券在最新研报中将SanDisk的目标价从125美元大幅上调至230美元，并维持买入评级。美银分析师认为，在AI需求驱动的存储超级周期下，这家NAND闪存供应商的市净率估值倍数应重估至3-4倍水平。美银预计SanDisk的收入在2025-2028财年将以16%的复合年增长率增长，同期每股收益（EPS）增长超过5倍。分析师特别指出，数据中心需求的快速增长正在显著推动NAND闪存定价，而企业级SSD（固态硬盘）产品的高毛利率将成为主要盈利驱动力。\n除美银外，瑞穗证券和杰富瑞也分别将SanDisk的目标价上调至215美元和180美元。这些投行普遍认为，SanDisk在NAND定价方面表现出极大的韧性，且存储行业正持续受益于AI增长带来的高容量存储解决方案需求。值得注意的是，SanDisk股价过去三个月累计涨幅已超过500%，成为期间美股表现最好的12只股票之一。这一最新的盘后大涨进一步巩固了其在存储概念股中的领先地位。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"movement","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}