--- title: "铠侠股价飙升 此前机构因 Nand 复苏而上调目标价" description: "铠侠股价一度飙升 14%，创下盘中最高水平。摩根士丹利三菱日联金融集团将这家日本半导体公司的目标价从 2,900 日元上调至 3,900 日元，因 NAND 市场形势好转，并重申增持评级，原因是由于人工智能投资和硬盘短缺，“条件已有所改善。” 该机构上调对公司截至 2027 年 3 月的财年的预测，“反映了 eSSD 需求的扩张和整个市场供需的改善”。" type: "news" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/256847209.md" published_at: "2025-09-11T04:55:52.000Z" --- # 铠侠股价飙升 此前机构因 Nand 复苏而上调目标价 > 铠侠股价一度飙升 14%，创下盘中最高水平。摩根士丹利三菱日联金融集团将这家日本半导体公司的目标价从 2,900 日元上调至 3,900 日元，因 NAND 市场形势好转，并重申增持评级，原因是由于人工智能投资和硬盘短缺，“条件已有所改善。” 该机构上调对公司截至 2027 年 3 月的财年的预测，“反映了 eSSD 需求的扩张和整个市场供需的改善”。 铠侠股价一度飙升 14%，创下盘中最高水平。摩根士丹利三菱日联金融集团将这家日本半导体公司的目标价从 2,900 日元上调至 3,900 日元，因 NAND 市场形势好转，并重申增持评级，原因是由于人工智能投资和硬盘短缺，“条件已有所改善。” 该机构上调对公司截至 2027 年 3 月的财年的预测，“反映了 eSSD 需求的扩张和整个市场供需的改善”。 ### Related Stocks - [WDC.US - 西部数据](https://longbridge.com/zh-CN/quote/WDC.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | Assessing Kioxia Holdings (TSE:285A) Valuation After Strong Earnings And Optimistic NAND Demand Outlook | Kioxia Holdings (TSE:285A) reported strong Q3 earnings with increased sales and net income, alongside positive guidance | [Link](https://longbridge.com/zh-CN/news/275899109.md) | | Nandan Denim Dec-Quarter Net Profit 29.7 Million Rupees | Nandan Denim Ltd :NANDAN DENIM LTD DEC-QUARTER NET PROFIT 29.7 MILLION RUPEESNANDAN DENIM LTD DEC-QUARTER REVENUE FROM O | [Link](https://longbridge.com/zh-CN/news/275733851.md) | | Got $5,000? 2 unstoppable artificial intelligence (AI) stocks to buy and hold for years | The stocks listed here are already part of the trillion-dollar club, but they can still rise much higher in the future. | [Link](https://longbridge.com/zh-CN/news/275643898.md) | | Hmm Co Ltd - Total Dividend Amount Is 660 Billion Won | HMM Co Ltd :HMM CO LTD - PER SHARE DIVIDEND FOR COMMON STOCK IS 700 WONHMM CO LTD - TOTAL DIVIDEND AMOUNT IS 660 BILLION | [Link](https://longbridge.com/zh-CN/news/275559502.md) | | Kubota Corporation Provides Dividend Guidance for the Second Quarter period and Year Ending December 31, 2026 | Kubota Corporation Provided Dividend Guidance for the Second Quarter period and Year Ending December 31, 2026. For the S | [Link](https://longbridge.com/zh-CN/news/275787173.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。