异动解读|美国网存盘中上涨5.11%,存储板块集体走强带动

行情直击
Jul 14

7月14日,美国网存盘中上涨5.11%,报171.76美元/股,成交额8219.12万美元。

消息面上,存储板块集体走强,同行业戴尔涨4.85%、闪迪涨3.61%、西部数据涨2.7%,板块联动效应显著。近期多家机构密集上调美国网存目标价:Daiwa Securities将目标价从117美元大幅上调至180美元,BofA上调至180美元,Argus上调至200美元,Citic Securities上调至199美元,反映市场对AI驱动存储需求持续增长的乐观预期。此外,公司此前发布的第四财季业绩大幅超预期,营收19.48亿美元、调整后每股收益2.43美元均超市场预期,全闪存阵列收入同比增18%,奠定了估值重估基础。

(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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