闪迪(SNDK)盘初震荡上扬超5% 瑞银指三寡头格局下DRAM将持续供不应求

金吾财讯04-09

金吾财讯 | 闪迪(SNDK)盘初震荡上扬，报822.57美元，涨5.31%。

消息面上，联博集团分析师Mark Newman维持闪迪(SNDK)买入评级，并将目标价从1,000美元上调至1,250美元。

瑞银认为，全球DRAM市场的供需缺口将续至2027年第四季度。DRAM市场已高度整合至三寡头（SK Hynix、三星、美光）格局，供应端缺乏足够的"竞争性扩产"动力来平抑需求冲击，价格上行压力将更加持久。

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