8月12日，闪迪盘中上涨6.99%，报1360.84美元/股，成交额12.47亿美元。
消息面上，多重利好共振推动股价走强。铠侠与闪迪联合发布新一代高性能QLC 3D闪存技术，精准定位AI与数据密集型应用场景；同时闪迪将于美东时间8月13日举行从西部数据拆分后首次投资者日，市场期待管理层就约80%合约毛利率的可持续性提供更明确指引。机构层面，Argus Research近日上调评级至"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。此外，长期供应协议已扩散至闪迪等二三线厂商，供应商定价权深度重塑，存储板块整体联动走强，西部数据涨4.36%、希捷科技涨5.02%。
（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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