8月19日，闪迪盘中上涨3.34%，报1680.85美元/股，成交额43.53亿美元。前一交易日该股随存储板块普跌收跌9.01%，费城半导体指数单日跌近5%。
消息面上，摩根大通维持闪迪"增持"评级及2250美元目标价，分析师认为AI推理正推动NAND需求结构性变化，闪迪通过长期客户协议和结构化定价有望降低周期波动。此外，TrendForce数据显示五大海外NAND闪存原厂第二季度合计营收环比增长77%，行业景气持续验证，对前日超跌形成修复支撑。
（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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