行情直击10-02
10月1日，闪迪盘中上涨3.32%，报1796.88美元/股，成交额102.84亿美元。存储板块整体偏强，西部数据涨2.42%，希捷科技涨2.27%，戴尔涨2.19%。
消息面上，美光科技最新财报超预期，其NAND闪存业务营收增长42%，受供给紧张推动产品价格上涨约30%。花旗分析师指出，闪迪作为NAND闪存解决方案核心供应商，将充分受益于NAND需求红利。此外，Rosenblatt首次覆盖闪迪给予买入评级及2400美元目标价，美银上调DRAM与NAND均价预期，花旗预计全球内存资本支出将同比大增46.5%至804亿美元，多重利好共振推动板块走强。
（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。）
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