闪迪今日盘中大涨5.08%，引起了市场的广泛关注。
消息面上，多家国际知名投行近期集体上调了闪迪的目标价与评级。其中，巴克莱分析师将闪迪目标价从1200美元大幅上调至2300美元，评级从“中性”上调至“增持”；花旗与瑞穗银行也相继上调了目标价。这些机构普遍认为，存储行业正进入一个由长期合约、供应收紧以及前所未有的定价能见度所驱动的新阶段，行业供需失衡的状态可能持续至2027年，而闪迪被视为此轮行业转型的最大受益者之一。
此外，人工智能（AI）发展带来的结构性需求成为核心驱动因素。市场研究机构大幅上调了全球存储市场的规模预期，指出AI应用正从模型训练转向智能体推理，持续推高对高性能存储产品的需求。同时，闪迪自身也在积极布局未来，其首席技术官表示，公司正在研发的高频宽快闪存储器（HBF）能提供远高于HBM的容量与密度，更适合未来的AI推论需求，样品预计将于年底提供。行业供给端的短期约束与强劲的需求预期共同支撑了存储产品价格的上涨趋势，多重利好叠加，推动了闪迪股价的强势表现。
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