$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$算力需求增长太快，内存需求和英伟达基本上逻辑相似，但是内存的护城河方面确实是不如英伟达

美光高管在行业会议上就下一代高带宽内存芯片的竞争力发表积极表态，缓解了市场对其在HBM4领域落后竞争对手的担忧。美光大涨带动存储芯片板块整体走强，闪迪隔夜盘中最大涨幅为13.20%，西部数据上涨4.26%，希捷科技收涨2.88%。大摩强推美光，上调目标价至450美元，【大家看好美光后市吗？】

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