闪迪(SNDK)今日盘中大幅下挫5.05%，扭转了盘前及开盘初段的上涨势头，引发市场广泛关注。
消息面上，杰富瑞(Jefferies)在盘中发布的最新研报中，虽然维持闪迪"买入"评级，但将12个月目标价从此前的3000美元大幅下调至1750美元，降幅接近42%。该行指出，闪迪短期盈利增长最快的阶段可能正在过去，NAND价格涨幅开始收窄，bit出货增速趋缓，边缘计算市场还存在库存提前积累的风险。尽管AI推动的数据中心存储需求、长期客户合同以及高带宽闪存等新技术仍在强化公司的长期增长逻辑，但短期前景的降温令市场情绪承压。
此外，闪迪此前一日因财报"见光死"已大跌6.81%。尽管公司2026财年第四财季营收达89.7亿美元，同比增长372%，远超市预期，但下一财季营收指引中值低于华尔街一致预期，引发市场对存储行业周期见顶的担忧。西部数据同日跌超13%，SK海力士跌近5%，整个存储板块抛售潮延续至今日盘中，闪迪在盘初短暂反弹后再度承压下行。
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