存储芯片巨头闪迪（SanDisk）周一盘中股价大涨5.20%，创下新高。这一涨势主要受两大利好因素推动：公司宣布大幅上调NAND闪存合约价格，以及近期公布的财报业绩超出市场预期。
据多家媒体报道，闪迪11月将NAND闪存合约价格上调50%，这是公司今年以来的第三次涨价。此举引发行业震动，多家下游存储模组制造商已暂停出货并重新评估产品定价。分析人士认为，这凸显了存储市场供应紧张，主要受人工智能数据中心需求爆发及晶圆供应受限双重驱动。
同时，闪迪最新公布的财报显示，2026财年第一财季营收达23.1亿美元，同比增长22.6%，超出分析师预期。公司预测NAND闪存市场供应短缺将持续至2026年底。高盛分析师James Schneider大幅上调了闪迪的目标股价，从140美元提高至280美元，认为NAND行业将持续供不应求，闪迪的毛利率有望进一步改善。在这些因素推动下，投资者对闪迪的前景信心大增，推动股价创下新高。
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