闪迪（SNDK）今日盘前股价大涨5.20%，引起了市场的广泛关注。
消息面上，摩根士丹利将闪迪的目标价从690美元大幅上调至1100美元，并维持“增持”评级。该行预计公司即将于4月30日盘后公布的财季业绩将再度表现强劲，NAND定价动能在超大规模数据中心需求旺盛及供给趋紧的背景下持续稳固。市场一致预期该季度总营收将同比大幅增长近180%，调整后每股收益约14.55美元，凸显了市场对其业绩强势超预期的信心。
行业层面，存储板块整体表现强势，形成了显著的板块联动效应。同行业公司希捷科技公布的季度业绩及未来展望全线超出市场预期，其强劲表现带动了整个存储板块的情绪。此外，随着Claude Cowork等AI智能体工具集中爆发，AI算力架构的瓶颈正从GPU转向以内存/IO协调为核心的数据中心存储，NAND合同价格预计将环比大幅上涨70%-75%，闪迪作为全球SSD存储领军者直接受益于这一“存储超级周期”。
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