高盛在闪迪最新财报大幅超预期后，将其目标价从320美元上调至700美元，并维持“买入”评级。高盛认为，在AI与数据中心需求推动下，NAND闪存供需持续偏紧、价格上涨周期有望延续至2026年底。受强劲业绩和行业景气驱动，闪迪股价近半年涨幅已超1100%，多家机构同步上调目标价。周五，高盛将闪迪（Sandisk）股票目标价从320美元大幅上调至700美元，涨幅超过一倍，同时维持对该股的“买入”评级，...
Source Link高盛在闪迪最新财报大幅超预期后，将其目标价从320美元上调至700美元，并维持“买入”评级。高盛认为，在AI与数据中心需求推动下，NAND闪存供需持续偏紧、价格上涨周期有望延续至2026年底。受强劲业绩和行业景气驱动，闪迪股价近半年涨幅已超1100%，多家机构同步上调目标价。周五，高盛将闪迪（Sandisk）股票目标价从320美元大幅上调至700美元，涨幅超过一倍，同时维持对该股的“买入”评级，...
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