美股异动|闪迪盘前涨超4%,市场聚焦2026年投资者日

格隆汇
Aug 12
闪迪(SNDK.US)盘前涨4.4%,报1327.2美元。消息面上,闪迪将于美东时间8月13日上午9点举行2026年投资者日。这将是公司从西部数据拆分后最重要的一次战略沟通,也是近期股价大幅回调后,管理层重新建立市场信心的关键窗口,NAND涨价行情以及闪迪当前超高盈利能否延续成市场关注焦点。 美银在闪迪公布最新财报后继续维持看多评级,认为AI基础设施扩张可能推动存储需求持续增长,公司盈利能力或强于市场预期。美银重申闪迪“买入”评级,并维持2500美元目标价。(格隆汇)

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