SanDisk有望受益于存储需求激增 -- 市场观察

投资观察
Oct 15

SanDisk股价在周一大涨15%后出现小幅回落,此前花旗集团上调了该股目标价。分析师Asiya Merchant和Michael Cadiz将目标价从125美元上调至150美元。他们认为SanDisk将从存储需求情绪改善和稳固的供需关系中获益。

分析师在研究报告中指出,这种情绪改善源于花旗最近举办的会议上的积极讨论。云计算需求正在快速扩张,数据存储和视频生成需求同样强劲,这些因素推动了硬盘驱动器价格的上涨。

自9月初以来,SanDisk股价已经翻了一倍多,供应短缺和需求增长提升了市场对正面盈利预期修正的预期。目前SanDisk股价下跌3.6%,至129.78美元。

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