闪迪(SNDK)今日盘中大涨5.07%，引起了市场的广泛关注。
消息面上，多家投行近期密集上调了闪迪的目标价与评级。瑞穗将目标价从1625美元上调至1825美元，并维持跑赢大盘评级；巴克莱则将评级从“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。
分析师指出，在AI需求持续爆发的背景下，全球存储行业供需失衡预计至少将持续到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可延伸至2031年，锁定了长期需求的确定性。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，这为股价提供了强劲支撑。
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