异动解读|闪迪盘中上涨3.07%,Argus上调评级至买入叠加存储板块回暖

行情直击
Aug 11

8月11日,闪迪盘中上涨3.07%,报1277.09美元/股,成交额16.04亿美元。

消息面上,投资研究机构Argus Research将闪迪评级从"持有"上调至"买入",并给出1600美元目标价,指出股价回调及客户需求加速正推动销售增长和利润率扩张。同日华兴资本维持买入评级并给出2000美元目标价,美银此前亦维持2500美元目标价,认为AI存储需求将推动盈利持续增长。据FactSet数据,闪迪当前分析师平均评级为"超配",平均目标价约2234美元,远高于当前股价。此外,存储板块整体回暖,西部数据、希捷科技等同步走强,板块联动构成额外助力。

(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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