异动解读|闪迪夜盘上涨3.07%,AI存储超级周期叙事延续推动股价走强

行情直击
May 27

5月27日,闪迪夜盘上涨3.07%,报1638.39美元/股,成交额5659.39万美元。

消息面上,花旗近期将闪迪目标价从1300美元大幅上调至2025美元,上调幅度超55%,核心逻辑在于AI驱动存储产业进入"超级景气周期",NAND平均售价预计同比上涨186%,企业级SSD涨幅更高达约265%。此外,闪迪CEO此前在摩根大通会议上表示,闪存市场将在"很长一段时间内"持续供不应求,公司正转向签订多年期协议以稳定行业周期。当前基于2027财年业绩的市盈率仅7倍,多家机构认为估值仍未充分反映其AI存储核心地位。

(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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