异动解读｜闪迪盘中涨超7%，3D堆叠新专利曝光叠加机构上调目标价

行情直击06-22 23:15

6月22日，闪迪盘中上涨超7%，报2346美元/股，成交额103.4亿美元，股价再创历史新高。

消息面上，闪迪近日披露一项3D堆叠专利，探索将NAND闪存集成至GPU或AI处理器下方的单芯片封装方案，以缓解当前HBM供应紧张及容量受限问题，揭示闪存算力一体化趋势。

同时，美国银行将闪迪目标价从1550美元上调至2100美元，并给予买入评级，认为其定价权将是关键驱动。此外，机构Aletheia Capital大幅上调DRAM及HBM价格预期，称内存价值占AI硬件比重有望从约40%升至超70%。

（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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