10月7日，闪迪盘中下跌3.04%，报1652.25美元，成交额88.68亿美元。存储板块整体承压，主因东芝宣布投入600亿日元扩建菲律宾HDD工厂，目标2027财年前将AI数据中心硬盘产能翻倍，引发市场对存储供给格局与定价权的担忧，希捷科技、西部数据同步大跌。
尽管花旗、瑞穗等机构近期重申看好NAND供应紧张延续至2028年，并上调闪迪目标价至2050美元，但HDD扩产消息仍对高位的存储股形成情绪冲击。闪迪核心业务为NAND闪存解决方案，与HDD分属不同存储层级，基本面逻辑并未直接改变。
闪迪公司是基于NAND闪存技术的数据存储设备和解决方案的领先开发商、制造商和提供商，产品涵盖固态驱动器、嵌入式产品、可拆卸卡、通用串行总线驱动器以及晶圆和组件，服务从个人用户到大型企业及公共云的广泛客户群。
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