<p>周二，花旗研究分析师 Asiya Merchant 预测闪迪的股价将惊人地上涨 52%，将目标价从 1,300 美元上调至 2,025 美元，同时维持买入评级。Merchant 解释说，工厂无法快速生产足够的芯片以满足所有买家的需求，并写道：“我们对供应与需求环境持积极态度，客户需求对话的持续性在 2030 年之前有明确迹象。”</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<p>忘记保证金或期权。专业人士是如何交易 WDC 的</p>
<p>这一重大升级预测人工智能项目将在未来几年继续为股东带来丰厚的利润。</p>
<h2><strong>竞争对手财报验证闪迪的硬件实力</strong></h2>
<p>一家主要全球竞争对手最近的财务表现大幅超出预期，确认了内存芯片的短缺。日本芯片制造商 Kioxia Holdings（<strong>JP:285A</strong>）与上个季度相比，收入增长了惊人的 85%，完全超出了华尔街的预期。</p>
<p>为了在这一盈利周期中回馈自身投资者，闪迪最近推出了一项规模达 60 亿美元的股票回购计划，计划回购大约 3% 的全部流通股，利用其不断增长的现金储备。</p>
<h2><strong>硬件轮换引发短暂市场回调</strong></h2>
<p>尽管机构投资者的乐观情绪压倒性，但更广泛的半导体行业在开盘时面临短暂的卖压。闪迪的股价在早盘交易中下跌了 3.4%，达到 1,288.20 美元，因为基金经理将资金从科技硬件中撤出。</p>
<p>其他主要存储公司也遭遇了类似的小幅回调，美光科技下滑了 2.5%，而希捷科技和西部数据（WDC）则下跌超过 3%。然而，大多数华尔街专业人士对长期趋势依然充满信心，26 位分析师中有 20 位将闪迪标记为明确的买入。</p>
<h2><strong>闪迪股票是买入、卖出还是持有？</strong></h2>
<p>转向华尔街，分析师对闪迪的共识评级为强力买入，基于过去三个月的 13 个买入和三个持有评级。与此同时，SNDK 股票的 12 个月平均目标价为 1,516.88 美元，代表着股价可能有 13.8% 的下行空间。</p>

闪迪

半导体 ETF - VanEck Vectors

半导体 3 倍做多 - Direxion

费城交易所 半导体 ETF - iShares

标普半导体 ETF - SPDR

纳斯达克半导体 ETF - First Trust

<p>Citi Research 分析师 Asiya Merchant 预测闪迪股票将上涨 52%，将目标价格从 1,300 美元上调至 2,025 美元，理由是受 AI 项目推动的内存芯片需求强劲。尽管股价短暂下跌，但 26 位分析师中有 20 位维持 “买入” 评级，普遍目标价为 1,516.88 美元，显示出潜在的下行风险。闪迪还在有利的市场条件下启动了 60 亿美元的股票回购计划</p>

<p>On Tuesday, Citi Research analyst Asiya Merchant predicted a jaw-dropping 52% surge for Sandisk, raising the price target from $1,300 to $2,025 while keeping a Buy rating. Merchant explained that factories cannot make chips fast enough for all the buyers, writing, &#34;We remain constructive on a highly favorable [supply-demand] environment with clear indications of persistence with customer demand conversations through [2030].&#34;</p>
<div class="lb-trans"><p>周二，花旗研究分析师 Asiya Merchant 预测闪迪的股价将惊人地上涨 52%，将目标价从 1,300 美元上调至 2,025 美元，同时维持买入评级。Merchant 解释说，工厂无法快速生产足够的芯片以满足所有买家的需求，并写道：“我们对供应与需求环境持积极态度，客户需求对话的持续性在 2030 年之前有明确迹象。”</p>
</div><h3>Claim 55% Off TipRanks</h3>
<div class="lb-trans"><h3>在 TipRanks 上享受 55% 的折扣</h3>
</div><p>Forget margin or options. Here's how the pros trade WDC</p>
<div class="lb-trans"><p>忘记保证金或期权。专业人士是如何交易 WDC 的</p>
</div><p>This massive upgrade predicts that artificial intelligence projects will keep making shareholders a lot of money for years to come.</p>
<div class="lb-trans"><p>这一重大升级预测人工智能项目将在未来几年继续为股东带来丰厚的利润。</p>
</div><h2><strong>Competitor Earnings Validate Sandisk's Hardware Strength</strong></h2>
<div class="lb-trans"><h2><strong>竞争对手财报验证闪迪的硬件实力</strong></h2>
</div><p>A blowout financial performance from a major global competitor recently confirmed that memory chips are in short supply. The Japanese chipmaker Kioxia Holdings ( <strong>JP:285A</strong>) posted an outstanding 85% revenue increase compared to the previous quarter, completely beating Wall Street expectations.</p>
<div class="lb-trans"><p>一家主要全球竞争对手最近的财务表现大幅超出预期，确认了内存芯片的短缺。日本芯片制造商 Kioxia Holdings（<strong>JP:285A</strong>）与上个季度相比，收入增长了惊人的 85%，完全超出了华尔街的预期。</p>
</div><p>To reward its own investors during this profitable cycle, Sandisk itself recently launched a massive $6 billion share buyback program to repurchase roughly 3% of its entire outstanding stock using its growing cash reserves.</p>
<div class="lb-trans"><p>为了在这一盈利周期中回馈自身投资者，闪迪最近推出了一项规模达 60 亿美元的股票回购计划，计划回购大约 3% 的全部流通股，利用其不断增长的现金储备。</p>
</div><h2><strong>Hardware Rotation Triggers Brief Market Dip</strong></h2>
<div class="lb-trans"><h2><strong>硬件轮换引发短暂市场回调</strong></h2>
</div><p>Despite the overwhelming institutional optimism, the broader semiconductor sector faced brief selling pressure as trading opened. Sandisk shares dropped 3.4% in early trading to reach $1,288.20 as fund managers rotated money out of tech hardware.</p>
<div class="lb-trans"><p>尽管机构投资者的乐观情绪压倒性，但更广泛的半导体行业在开盘时面临短暂的卖压。闪迪的股价在早盘交易中下跌了 3.4%，达到 1,288.20 美元，因为基金经理将资金从科技硬件中撤出。</p>
</div><p>Other major storage corporations suffered similar minor pullbacks, with Micron Technology sliding 2.5%, while Seagate Technology and Western Digital (WDC) declined by more than 3%. However, most Wall Street professionals remain incredibly confident in the long-term trend, with 20 out of 26 tracked analysts labeling Sandisk as a clear buy.</p>
<div class="lb-trans"><p>其他主要存储公司也遭遇了类似的小幅回调，美光科技下滑了 2.5%，而希捷科技和西部数据（WDC）则下跌超过 3%。然而，大多数华尔街专业人士对长期趋势依然充满信心，26 位分析师中有 20 位将闪迪标记为明确的买入。</p>
</div><h2><strong>Is SanDisk Stock a Buy, Sell, or Hold?</strong></h2>
<div class="lb-trans"><h2><strong>闪迪股票是买入、卖出还是持有？</strong></h2>
</div><p>Turning to Wall Street, the analysts' consensus rating for SanDisk is Strong Buy, based on 13 Buy and three Hold ratings over the past three months. With that comes an average 12-month SNDK stock price target of $1,516.88, representing a potential 13.8% downside for the shares.</p>
<div class="lb-trans"><p>转向华尔街，分析师对闪迪的共识评级为强力买入，基于过去三个月的 13 个买入和三个持有评级。与此同时，SNDK 股票的 12 个月平均目标价为 1,516.88 美元，代表着股价可能有 13.8% 的下行空间。</p>
</div>

Citi Forecasts Jaw-Dropping 52% Surge For Sandisk Stock as Global AI Memory Shortages Reach Boiling Point

Tip Ranks

花旗

美光科技

希捷科技

西部数据

Sandisk - WI

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Western Digital - WI

花旗银行预测，由于全球 AI 内存短缺达到临界点，闪迪股票将出现惊人的 52% 涨幅