5月27日，闪迪(SNDK)盘前上涨3.28%，报1641.01美元/股，成交额1.89亿美元。
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，几近翻倍。同日瑞银亦将美光目标价上调至华尔街最高水平，推动整个存储板块集体走强。巴克莱看好AI时代NAND闪存需求爆发，认为新型长期合同锁定供需关系将支撑闪迪盈利持续上行。此前花旗已将闪迪目标价上调超50%至2025美元，叠加多家机构密集上调，市场对AI存储超级周期的定价共识进一步强化。
（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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