【高盛拆解闪迪“长期协议+天量AI推理”牛市逻辑】高盛分析师们最新发布的Communacopia+科技大会会议纪要覆盖闪迪首席执行官戴维·戈克勒与首席财务官路易斯·维索索的发言以及对于NAND未来增长前景的最新预判观点，还覆盖第二日大会Etsy、恩智浦半导体、康卡斯特以及Block等重要科技公司的高管们发言。纪要显示，随着AI大模型驱动的AI应用向全球各领域加速渗透，AI推理正在推动NAND需求结构与采购方式同步变化，长期协议提高收入和利润的可预测性，低资本开支强度支持有效扩产，股票回购扩张则聚焦将经营成果传递给股东们。高盛还同时看好闪迪正在加速研发的下一代NAND存储技术——即高带宽闪存存储技术路线，以及键值缓存不断分层扩展与卸载至数据中心SSD带来的长期增长机遇，维持闪迪“买入”评级以及2200美元的12个月目标价。
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