5月28日，闪迪盘中上涨3.31%，报1642.025美元/股，成交额36.01亿美元。
消息面上，近日多家投行密集上调闪迪目标价。瑞穗将目标价从1625美元上调至1825美元，维持跑赢大盘评级；此前巴克莱将评级从"持有"上调至"增持"，目标价从1200美元大幅上调至2300美元，为华尔街最高水平之一。巴克莱分析师指出，AI需求持续爆发下全球存储行业供需失衡预计至少持续到2027年，闪迪在合同模式上的结构创新能力突出，其新商业模式合同最长延伸至2031年，锁定长期需求确定性。当前存储板块整体受益于AI基建瓶颈从算力外溢至存储领域的逻辑，行业估值体系正从传统周期股向高成长科技赛道切换。
（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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