富国银行上调闪迪和西部数据目标价

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2026年1月23日,富国银行大幅上调闪迪和西部数据的目标股价。闪迪目标价从230美元上调至380美元,西部数据从180美元上调至260美元。此次调整反映了存储市场需求回暖及两家公司盈利能力改善的预期。机构认为,随着数据中心扩张和消费电子复苏,NAND闪存市场前景向好,推动评级上调。

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