6月1日，闪迪盘中上涨5.32%，报1747.0美元/股，成交额38.11亿美元，与美光科技、西部数据、希捷科技齐创新高。
消息面上，近期多家国际投行集体上调闪迪目标价与评级。其中巴克莱将目标价从1200美元大幅上调至2300美元，评级由"中性"升至"增持"；花旗亦上调目标价至2025美元。机构普遍认为，存储行业正进入由长期合约、供应收紧及前所未有的定价能见度驱动的新阶段，供需失衡状态可能持续至2027年，闪迪被视为此轮行业转型的最大受益者之一。此外，闪迪近期宣布达成5份最长5年的供应协议，预计带来至少420亿美元收入，并披露正研发高频宽快闪记忆体(HBF)产品，预计明年推出，多重利好叠加推动股价强势表现。
（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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