异动解读｜闪迪盘中上涨3.21%，供应链产能紧缺叠加超级IPO分流担忧缓解推动股价续创新高

行情直击06-12 21:52

6月12日，闪迪盘中上涨3.21%，报1941.575美元/股，成交额46.06亿美元，股价续刷历史新高。

消息面上，多重利好共振推动存储板块走强。高盛此前发布报告称SpaceX、OpenAI等超级IPO资金分流效应有限，股票回购足以抵消新增供给，缓解了市场对AI牛市终结的担忧。供应链方面，据报道云服务商龙头已将2027年可用长期协议产能悉数预订，并正积极推进2028年供应谈判，多家存储模组厂商被告知无法提供承诺量之外的额外供应，上游产能已大规模转向AI服务器及CSP需求。DRAM与NAND市场短缺预计下半年起进一步扩大。此外，近期瑞穗、美银、Cantor Fitzgerald等多家投行集中上调闪迪目标价至2100-2900美元区间，进一步巩固了市场看多情绪。

（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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