铠侠(Kioxia)股价一度飙升14%创下盘中最高水平。摩根士丹利三菱日联金融集团将这家日本半导体公司的目标价从2,900日元上调至3,900日元因NAND市场形势好转并重申增持评级原因是由于人工智能投资和硬盘短缺“条件已有所改善。”该机构上调对公司截至2027年3月的财年的预测“反映了eSSD需求的扩张和整个市场供需的改善”。
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