闪迪（SNDK）今日盘中大涨5.10%，引起了市场的广泛关注。
消息面上，美股内存板块近期表现强劲，获得多家机构积极看好。美国银行维持对该板块的积极评级，将其列为重点子领域之一，这提振了包括闪迪在内的存储芯片公司的市场信心。此外，伯恩斯坦（Bernstein）发布报告指出，市场对谷歌TurboQuant算法可能削弱存储需求的担忧过度，该技术对硬盘驱动器需求并无影响，对NAND闪存的影响也微乎其微。伯恩斯坦维持对闪迪的“跑赢大盘”评级及1000美元的目标价，认为近期的股价下跌反而创造了更具吸引力的入场时机。
摩根大通（JPMorgan）的分析也支撑了市场的乐观情绪，其将存储股近期的下跌定性为“情绪与基本面背离”，并指出当前估值已极具吸引力。随着云厂商财报、HBM规格上修以及长期协议披露等潜在催化剂的出现，市场情绪有望在未来一至三个月内得到逆转。这些因素共同推动了闪迪等存储概念股在今日交易中的强势表现。
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