1月21日，存储芯片股涨势延续，美光科技、西部数据涨超5%，闪迪一度涨4.6%，均刷新历史高位。消息面上，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或进一步加剧供应短缺情况。美光高管近日则重申内存短缺的状况将持续到2026年以后。此外，花旗近期上调对多家存储芯片制造商的目标价，其中对闪迪目标价的上调幅度最大，将其目标价从280美元上调至490美元，维持“买入”评级。...
Source Link1月21日，存储芯片股涨势延续，美光科技、西部数据涨超5%，闪迪一度涨4.6%，均刷新历史高位。消息面上，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或进一步加剧供应短缺情况。美光高管近日则重申内存短缺的状况将持续到2026年以后。此外，花旗近期上调对多家存储芯片制造商的目标价，其中对闪迪目标价的上调幅度最大，将其目标价从280美元上调至490美元，维持“买入”评级。...
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