周五（11月14日）盘前，NAND闪存巨头闪迪（SanDisk Corp，股票代码：SNDK）股价大跌5.10%，引发市场关注。作为全球五大NAND闪存半导体供应商之一，闪迪近期股价波动剧烈，反映出投资者对公司在新兴存储技术竞争中的地位存有疑虑。
消息面上，业内正密切关注高带宽闪存（HBF）技术的发展。HBF被视为解决AI"内存墙"的关键方案，预计到2030年市场规模将达120亿美元。然而，在这一新兴领域，闪迪面临来自SK海力士和三星等强劲对手的激烈竞争。尽管闪迪在HBF概念提出和技术研发上展现出积极姿态，但市场似乎对其能否在这场技术革新中保持领先地位持谨慎态度。
值得注意的是，闪迪股票在11月13日就已经出现大幅下跌，当日跌幅达13.96%，收于243.57美元，成交量激增至2327.49万股，成交额达58.27亿美元。这一异常交易活动可能预示着大型机构投资者正在调整其持仓策略。尽管闪迪年初至今的涨幅仍然高达594.72%，但近期的股价波动表明市场情绪正在发生变化。
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