闪迪(SNDK)今日盘中大涨5.08%，股价表现强劲。
消息面上，闪迪此前公布的2026财年第三季度业绩全面碾压市场预期，营收同比大增97%，调整后每股收益同比暴增120%，远超分析师共识。强劲增长主要得益于数据中心业务收入单季翻三倍，AI服务器存储需求呈现爆发式增长。
此外，多家华尔街机构在财报发布后集中大幅上调其目标价，其中Susquehanna将目标价从1000美元直接翻倍至2000美元，高盛亦从700美元上调至1200美元，市场情绪显著转向乐观。行业层面，AI算力需求的爆发性增长推动了HBM等高端存储芯片供不应求，存储芯片行业供需紧张的格局预计将持续，带动了整个存储概念板块的全线上涨，进一步提振了闪迪的股价。
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