异动解读｜闪迪盘中上涨3.32%，美银看涨9月存储现货叠加巨额扩产计划提振

行情直击08-31

8月31日，闪迪盘中上涨3.32%，报1534.75美元/股，成交额19.82亿美元。

消息面上，美国银行近日发布研报指出，受存储供给短缺与消费旺季叠加影响，9月DRAM、NAND现货价格仍有10%至20%上涨空间，三星、SK海力士、美光产能优先保障AI客户，渠道供给满足率不足50%。此外，铠侠与闪迪宣布未来六年合计投入5万亿日元（约310亿美元）用于日本存储器工厂扩建，瞄准AI存储缺口；Arete Research将闪迪目标价由2300美元上调至3000美元，穆迪亦将其企业家族评级上调至Ba1，多重利好共振推动股价反弹。

（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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