6月1日，闪迪盘前上涨3.13%，报1747.98美元/股，成交额6282.86万美元。
消息面上，巴克莱分析师Tom O'Malley将闪迪目标价从1200美元大幅上调至2300美元，评级从"中性"上调至"增持"；花旗亦将目标价上调至2025美元，瑞穗将目标价上调至1825美元。巴克莱指出，存储板块正进入由长期合约、供应收紧及前所未有的定价能见度驱动的全新阶段，供需失衡可能持续至2027年，视闪迪为此轮行业转型最大受益者之一。市场研究机构TrendForce预计存储行业收入将在当年大幅增长134%至5520亿美元，NAND闪存定价因强劲需求与受限供应保持韧性，多重利好叠加推动股价延续上行动能。
（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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