周三盘中，闪迪公司（SanDisk Corp，股票代码：SNDK）股价大涨9.86%，创下历史新高。这一强劲涨势反映了整个存储行业的积极前景，受人工智能（AI）需求激增和原厂产能控制等因素影响。
据行业统计数据显示，截至2025年第三季度末，DRAM内存合约价同比大涨171%，涨幅甚至超过了同期黄金价格的增长，成为"最佳理财产品"。除DRAM外，高带宽内存（HBM）、NAND闪存、固态硬盘（SSD）和机械硬盘（HDD）等存储产品价格也全面上涨，涨幅显著。
闪迪公司作为全球五大NAND闪存半导体供应商之一，显然从这波涨价浪潮中受益。同时，其他存储相关公司也表现亮眼，西部数据（WDC）同样创下历史新高，希捷科技（STX）涨超9%，美光科技（MU）涨近8%。分析人士认为，AI行业对高性能存储的持续需求，加上厂商主动控制产能，将为存储芯片行业带来持续的增长动力。
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