异动解读|闪迪盘中上涨3.09%,AI存储需求叙事持续升温叠加多家投行上调目标价

行情直击
Jun 03

6月3日,闪迪盘中上涨3.09%,报1773.06美元/股,成交额55.6亿美元。

消息面上,近期多家投行密集上调闪迪目标价:Susquehanna将目标价上调至3250美元,巴克莱将评级升至跑赢大盘并给出2300美元目标价,瑞穗上调至1825美元。同时,闪迪CTO近日表示全球AI竞赛正变得越来越以存储器为中心,预计供不应求将持续至年底,数据中心将成为NAND最大应用市场。存储板块整体走强,同行业西部数据当日涨超5%。

(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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