5月26日，闪迪夜盘上涨3.23%，报1527.0美元/股，成交额517.96万美元。
消息面上，近期多家机构持续看多AI存储超级周期。花旗将闪迪目标价从1300美元大幅上调至2025美元，重申买入评级；分析师Fernandez进一步将评级从"中性"上调至"买入"，给出3000美元的12个月目标价，认为基于2027财年业绩的市盈率仅7倍，当前估值未充分反映其技术壁垒与业绩弹性。此外，闪迪CEO戈克勒表示闪存市场将"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收入预期。花旗预计NAND平均售价将同比上涨186%，其中eSSD涨幅高达265%，AI训练与推理需求持续驱动行业景气上行。
（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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