5月26日，闪迪盘前上涨3.4%，报1528.95美元/股，成交额7468.07万美元，延续近期反弹走势。
消息面上，花旗近期将闪迪目标价从1300美元大幅上调至2025美元，维持买入评级，隐含超50%上涨空间。花旗认为AI智能体浪潮推动NAND存储进入"超级景气周期"，预计NAND平均售价将同比上涨186%，其中eSSD涨幅高达265%，供应紧张态势将持续至2027年。此外，闪迪CEO此前在摩根大通会议上表示，闪存市场将"很长一段时间内"持续供不应求，公司正转向签订多年期协议以稳定收入预期。闪迪最新季度营收同比暴增252%至59.5亿美元，运营利润率达69%，并启动60亿美元回购计划。
（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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