闪迪(SNDK)今日盘前股价大涨5.12%，引起了市场的广泛关注。
消息面上，巴克莱将闪迪评级从等权重升级至跑赢大盘，并将其目标价从1200美元大幅上调至2300美元，几近翻倍。花旗近期也将闪迪目标价从1300美元上调至2025美元，上调幅度超55%。
机构看好的核心逻辑在于AI时代NAND闪存需求爆发，驱动存储产业进入“超级景气周期”。闪迪推出了新型商业模式合同，最长可延伸至2031年，采用短期固定定价与长期浮动定价相结合的机制，锁定了长期供需关系。最近一个季度签署的三份合同提供了约420亿美元的最低合约收入，并附带财务担保，这显著增强了公司盈利的可见性和稳定性，有助于打破存储行业传统的周期性折价逻辑。
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