闪迪一度涨超9%,西部数据涨超6%,双双创新高;美光科技、Pure Storage涨超3%。 消息面上,伯恩斯坦将闪迪的目标股价从300美元大幅上调至580美元,维持“跑赢大盘”评级。分析师Mark Newman及其团队指出,AI驱动的数据爆炸正在创造一个“前所未有的存储超级周期”。 此外,富国银行上调多只存储概念的目标价,将闪迪的目标价从230美元上调至380美元,将西部数据的目标股价从180美元上调至260美元,将美光科技的目标价从335美元上调至410美元。(格隆汇)
闪迪一度涨超9%,西部数据涨超6%,双双创新高;美光科技、Pure Storage涨超3%。 消息面上,伯恩斯坦将闪迪的目标股价从300美元大幅上调至580美元,维持“跑赢大盘”评级。分析师Mark Newman及其团队指出,AI驱动的数据爆炸正在创造一个“前所未有的存储超级周期”。 此外,富国银行上调多只存储概念的目标价,将闪迪的目标价从230美元上调至380美元,将西部数据的目标股价从180美元上调至260美元,将美光科技的目标价从335美元上调至410美元。(格隆汇)
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