专题：聚焦美股2026年第二季度财报

2025 年 1 月 7 日，美国加利福尼亚州米尔皮塔斯，闪迪公司总部大楼

　　美光科技周三交出超预期财报，花旗分析师预计，闪迪（SNDK）将受益于非易失性存储 ——NAND 闪存产品的旺盛需求。

　　花旗将闪迪目标价定为 2100 美元，较周三收盘价有近 20.7% 的上行空间；分析师维持这家存储设备厂商的买入评级。

　　花旗指出，美光科技（MU）NAND 闪存业务营收增长 42%，受NAND 闪存供给紧张推动，产品价格上涨约 30%。

　　鉴于闪迪是 NAND 闪存解决方案供应商，花旗预计该公司将充分享受 NAND 闪存的需求红利。

　　花旗分析师阿西亚・默钱特在研报中写道：“闪迪将持续受益于这一结构性利好行业环境。此外，公司 Bics8 工艺已完成认证，构筑起竞争护城河；长期来看，产品结构向数据中心业务占比提升，将进一步利好公司利润率。”

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