闪迪（SNDK）今日夜盘大涨5.00%，引起了市场的广泛关注。
消息面上，摩根士丹利将闪迪目标价从690美元大幅上调至1100美元，并维持“增持”评级。该行预计公司即将于4月30日公布的财季业绩将再度强劲，并指出NAND定价动能在超大规模数据中心需求旺盛及供给日趋紧张的背景下持续稳固。
此外，存储板块整体表现亮眼，同行业公司希捷科技与西部数据等均录得显著涨幅，板块联动效应显著。摩根士丹利还预计闪迪未来12个月资本开支将增长40%至50%，这反映了市场对人工智能（AI）驱动的存储超级周期信心持续升温，共同推动了股价在夜盘时段走强。
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