闪迪(SNDK)盘初震荡上扬超5% 瑞银指三寡头格局下DRAM将持续供不应求

金吾财讯
Apr 09

金吾财讯 | 闪迪(SNDK)盘初震荡上扬,报822.57美元,涨5.31%。

消息面上,联博集团分析师Mark Newman维持闪迪(SNDK)买入评级,并将目标价从1,000美元上调至1,250美元。

瑞银认为,全球DRAM市场的供需缺口将续至2027年第四季度。DRAM市场已高度整合至三寡头(SK Hynix三星美光)格局,供应端缺乏足够的"竞争性扩产"动力来平抑需求冲击,价格上行压力将更加持久。

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