异动解读｜闪迪夜盘上涨3.17%，新品发布叠加NAND涨价逻辑强化

行情直击06-18

6月18日，闪迪夜盘上涨3.17%，报2017.88美元/股，成交额603.69万美元。

消息面上，闪迪正式发布获索尼PlayStation官方授权的M.2固态硬盘Optimus GX PRO 850P，最高提供8TB容量版本，官网定价高达3699.99美元，优惠后仍接近2960美元。该产品针对PS5平台进行性能与散热优化，可能采用不同于PC版的主控与NAND闪存组合，体现了公司在消费级高端存储市场的定价能力。

从行业角度看，NAND供应持续紧张，业界判断供需矛盾或延续，存储涨价趋势为闪迪等NAND龙头带来盈利弹性预期。同行业中，西部数据涨3.91%，希捷科技涨2.43%，板块整体表现积极。

（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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