闪迪(SNDK)今日盘中强势拉升，涨幅达6.92%，引发市场广泛关注。
消息面上，多重利好共振推动股价走高。首先，铠侠与闪迪联合发布了面向AI应用的第九代2TB QLC 3D闪存技术，精准定位AI与数据密集型应用场景，市场对此反应积极。其次，闪迪即将举行从西部数据拆分后的首次投资者日，这是管理层重新建立市场信心的关键窗口，市场普遍预期公司将在会上就NAND涨价行情及超高盈利可持续性给出更明确指引。
此外，全球存储芯片供应紧张持续升温，长期供应协议(LTA)已从三星、SK海力士、美光三大厂扩散至闪迪等厂商，供需失衡格局正重塑整条产业链的定价权，闪迪已披露逾110亿美元的财务担保及165亿美元的客户违约保护。机构层面，Argus Research近日将闪迪评级上调至"买入"，美银维持2500美元目标价，华兴资本给出2000美元目标价，FactSet平均目标价约2234美元，远高于当前股价，为股价提供进一步支撑。
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