Rosenblatt首次覆盖闪迪(SNDK)给予买入评级 目标价2400美元

金吾财讯
Sep 22

金吾财讯 | 据外媒报道,周二,存储厂商闪迪(SNDK)受到市场关注。券商Rosenblatt Securities首次覆盖该股,给予买入评级,目标价2400美元。

分析师Kevin Cassidy在研报中指出,全新AI计算平台正在带来机遇,NAND闪存正从普通大宗商品存储介质,转变为AI基础设施当中具备系统关键地位的组件。过去消费电子、PC、智能手机领域的NAND需求,主要依靠存储密度提升、单位比特成本下降驱动。但在AI系统中,随着模型规模扩大、推理业务的数据量激增,市场会更加看重密度、性能、耐久性以及供给稳定性,而非单纯追求绝对低价。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10