异动解读｜闪迪夜盘上涨3.53%，存储供需持续偏紧叠加多家投行上调目标价

行情直击06-15

6月15日，闪迪夜盘上涨3.53%，报2060.0美元/股，成交额524.91万美元。

消息面上，近期多家投行密集上调闪迪目标价：瑞穗上调至2200美元，美银大幅上调至2100美元，Cantor Fitzgerald上调至2900美元。美银分析师指出，NAND平均售价持续上涨，价格涨势预计贯穿全年并延续至明年上半年，新增供应最早要到2028/2029年才会出现。

供应链方面，云服务商龙头已将明年可用长期协议产能悉数预订，多家存储模组厂商被告知无法获得额外供应，上游产能大规模转向AI服务器需求。DRAM与NAND市场短缺预计下半年起进一步扩大，存储价格有望在未来两至三年内维持强势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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