金吾财讯 | 闪迪(SNDK)盘中上涨6.02%，最新报84.51美元，成交额59.27亿美元。消息面上，闪迪首席技术官(CTO)兼执行副总裁Alper Ilkbahar透露，随著AI推论工作负载需要更大记忆体容量，高频宽快闪记忆体(HBF)需求将成为下一个市场竞争要塞。目前，闪迪已正在设计芯片，HBF记忆体晶粒将于今年底提供样品，配备控制器的完整产品预计明年推出。同时，闪迪还正与与SK海力士合作，共同制定HBF技术标准。投行方面，巴克莱分析师TomO’Malley将闪迪的目标价从1200美元大幅上调至2300美元，评级从“中性”上调至“增持”。该分析师认为，存储器与储存板块正进入一个由长期合约、供应收紧以及前所未有的定价能见度所驱动的全新发展阶段，而闪迪将为此轮行业转型的最大受益者之一。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.