罗森布拉特证券首评闪迪“买入”,目标价2400美元,看好AI推动NAND价值重估

智通财经
Sep 22
【罗森布拉特证券首评闪迪“买入”,目标价2400美元,看好AI推动NAND价值重估】罗森布拉特证券首次覆盖闪迪,给予“买入”评级及2400美元目标价。分析师Kevin Cassidy认为,AI正在推动NAND闪存从传统商品型存储介质转向AI基础设施中的关键组件,随着模型规模扩大和推理数据量上升,客户对存储密度、性能、耐久性及供应稳定性的重视程度正超过单纯低价。该机构指出,闪迪与铠侠长期合作开发的BiCS8和BiCS10平台有望在AI企业级存储中保持成本和性能优势。公司管理层此前预计,2028至2030财年收入将实现中高双位数增长,非GAAP毛利率约80%,调整后自由现金流利润率约50%。罗森布拉特证券还称,闪迪已与八家大型NAND客户签署新型商业协议,潜在覆盖约65%的2028财年产量,有助于提升需求可见性并降低行业周期波动。

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