10月1日，闪迪夜盘上涨3.04%，报1792.73美元/股，成交额1.85亿美元。消息面上，美光科技于美东时间9月30日盘后发布财报，此前华尔街普遍预期其将交出亮眼答卷，D.A.戴维森分析师重申2000美元超级多头目标价，存储板块情绪显著回暖。同行业个股中，西部数据涨2.42%，希捷科技涨2.27%，戴尔涨2.19%，板块整体偏强。
中长期维度，多家机构持续看好存储超级周期延续。Rosenblatt首次覆盖闪迪给予买入评级及2400美元目标价，美银上调DRAM与NAND均价预期，花旗预计全球内存资本支出将同比大增46.5%至804亿美元，集邦咨询上调HBM混合均价同比涨幅预期至约121%。
（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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