【美股异动 | 存储概念股盘初拉升 闪迪(SNDK.US)涨超7%市值创2个月新高】智通财经APP获悉，周二，美股存储概念股盘初拉升，闪迪(SNDK.US)涨超7%，创7月初以来新高，总市值报2773亿美元；希捷科技(STX.US)涨超3%，西部数据(WDC.US)、SK海力士(SKHY.US)涨超2%，美光科技(MU.US)涨近2%。消息面上，近期华尔街大行密集发布看多报告，看好AI推理需求重塑NAND闪存的长期逻辑，以及供给侧持续紧张的格局。
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