9月18日，闪迪盘中上涨3.17%，报1665.53美元/股，成交额29.65亿美元，存储板块连续多日走强。
消息面上，芯片板块延续本周初抛售后的强劲反弹，华尔街分析师表示AI基础设施建设的根本增长驱动因素仍然强劲，美光科技、英特尔、ARM等同步大幅上涨。同时，标普道琼斯指数此前宣布闪迪将于9月21日正式纳入标普100指数，被动资金配置预期持续发酵，为股价提供额外支撑。此外，花旗研报预计全球内存资本支出将同比大增46.5%至804亿美元，指出供给端受制于HBM产能占用和技术迁移放缓，供需缺口短期难以填补，存储板块中长期景气度获机构看好。
（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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