5月27日，闪迪（SNDK）盘中上涨3.6%，报1647.0美元/股，成交额17.35亿美元。
消息面上，巴克莱将闪迪评级从"等权重"升级至"跑赢大盘"，目标价从1200美元大幅上调至2300美元，核心逻辑为AI存储超级周期加速。此前花旗已将目标价上调超50%至2025美元，另有分析师给出3000美元目标价，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。
板块方面，存储及电脑硬件行业整体走强，西部数据涨8.34%，超微电脑涨4.27%，戴尔涨3.35%，AI存储主题资金共振明显。
（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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