美股异动 | 闪迪(SNDK.US)涨近6% 巴克莱大幅上调目标价至2300美元

智通财经
May 28

智通财经APP获悉,周四,闪迪(SNDK.US)涨近6%,报1681.75美元。消息面上,巴克莱分析师Tom O’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”。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。巴克莱将存储器与储存板块称为除加速器之外最具吸引力的垂直领域,并指出目前的供需失衡状况可能持续至2027年。该行视闪迪为此轮行业转型的最大受益者之一。

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