<p>週二，花旗研究分析師 Asiya Merchant 預測閃迪的股價將驚人地上漲 52%，將目標價從 1,300 美元上調至 2,025 美元，同時維持買入評級。Merchant 解釋説，工廠無法快速生產足夠的芯片以滿足所有買家的需求，並寫道：“我們對供應與需求環境持積極態度，客户需求對話的持續性在 2030 年之前有明確跡象。”</p>
<h3>在 TipRanks 上享受 55% 的折扣</h3>
<p>忘記保證金或期權。專業人士是如何交易 WDC 的</p>
<p>這一重大升級預測人工智能項目將在未來幾年繼續為股東帶來豐厚的利潤。</p>
<h2><strong>競爭對手財報驗證閃迪的硬件實力</strong></h2>
<p>一家主要全球競爭對手最近的財務表現大幅超出預期，確認了內存芯片的短缺。日本芯片製造商 Kioxia Holdings（<strong>JP:285A</strong>）與上個季度相比，收入增長了驚人的 85%，完全超出了華爾街的預期。</p>
<p>為了在這一盈利週期中回饋自身投資者，閃迪最近推出了一項規模達 60 億美元的股票回購計劃，計劃回購大約 3% 的全部流通股，利用其不斷增長的現金儲備。</p>
<h2><strong>硬件輪換引發短暫市場回調</strong></h2>
<p>儘管機構投資者的樂觀情緒壓倒性，但更廣泛的半導體行業在開盤時面臨短暫的賣壓。閃迪的股價在早盤交易中下跌了 3.4%，達到 1,288.20 美元，因為基金經理將資金從科技硬件中撤出。</p>
<p>其他主要存儲公司也遭遇了類似的小幅回調，美光科技下滑了 2.5%，而希捷科技和西部數據（WDC）則下跌超過 3%。然而，大多數華爾街專業人士對長期趨勢依然充滿信心，26 位分析師中有 20 位將閃迪標記為明確的買入。</p>
<h2><strong>閃迪股票是買入、賣出還是持有？</strong></h2>
<p>轉向華爾街，分析師對閃迪的共識評級為強力買入，基於過去三個月的 13 個買入和三個持有評級。與此同時，SNDK 股票的 12 個月平均目標價為 1,516.88 美元，代表着股價可能有 13.8% 的下行空間。</p>

閃迪

半導體 ETF - VanEck Vectors

半導體 3 倍做多 - Direxion

費城交易所 半導體 ETF - iShares

標普半導體 ETF - SPDR

納斯達克半導體 ETF - First Trust

<p>Citi Research 分析師 Asiya Merchant 預測閃迪股票將上漲 52%，將目標價格從 1,300 美元上調至 2,025 美元，理由是受 AI 項目推動的內存芯片需求強勁。儘管股價短暫下跌，但 26 位分析師中有 20 位維持 “買入” 評級，普遍目標價為 1,516.88 美元，顯示出潛在的下行風險。閃迪還在有利的市場條件下啓動了 60 億美元的股票回購計劃</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>週二，花旗研究分析師 Asiya Merchant 預測閃迪的股價將驚人地上漲 52%，將目標價從 1,300 美元上調至 2,025 美元，同時維持買入評級。Merchant 解釋説，工廠無法快速生產足夠的芯片以滿足所有買家的需求，並寫道：“我們對供應與需求環境持積極態度，客户需求對話的持續性在 2030 年之前有明確跡象。”</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>忘記保證金或期權。專業人士是如何交易 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>這一重大升級預測人工智能項目將在未來幾年繼續為股東帶來豐厚的利潤。</p>
</div><h2><strong>Competitor Earnings Validate Sandisk's Hardware Strength</strong></h2>
<div class="lb-trans"><h2><strong>競爭對手財報驗證閃迪的硬件實力</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>一家主要全球競爭對手最近的財務表現大幅超出預期，確認了內存芯片的短缺。日本芯片製造商 Kioxia Holdings（<strong>JP:285A</strong>）與上個季度相比，收入增長了驚人的 85%，完全超出了華爾街的預期。</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>為了在這一盈利週期中回饋自身投資者，閃迪最近推出了一項規模達 60 億美元的股票回購計劃，計劃回購大約 3% 的全部流通股，利用其不斷增長的現金儲備。</p>
</div><h2><strong>Hardware Rotation Triggers Brief Market Dip</strong></h2>
<div class="lb-trans"><h2><strong>硬件輪換引發短暫市場回調</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>儘管機構投資者的樂觀情緒壓倒性，但更廣泛的半導體行業在開盤時面臨短暫的賣壓。閃迪的股價在早盤交易中下跌了 3.4%，達到 1,288.20 美元，因為基金經理將資金從科技硬件中撤出。</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>其他主要存儲公司也遭遇了類似的小幅回調，美光科技下滑了 2.5%，而希捷科技和西部數據（WDC）則下跌超過 3%。然而，大多數華爾街專業人士對長期趨勢依然充滿信心，26 位分析師中有 20 位將閃迪標記為明確的買入。</p>
</div><h2><strong>Is SanDisk Stock a Buy, Sell, or Hold?</strong></h2>
<div class="lb-trans"><h2><strong>閃迪股票是買入、賣出還是持有？</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>轉向華爾街，分析師對閃迪的共識評級為強力買入，基於過去三個月的 13 個買入和三個持有評級。與此同時，SNDK 股票的 12 個月平均目標價為 1,516.88 美元，代表着股價可能有 13.8% 的下行空間。</p>
</div>

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

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花旗

美光科技

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Sandisk - WI

CITIGROUP INC 6.250 NON CUM SER II PFD WI

Western Digital - WI

花旗銀行預測，由於全球 AI 內存短缺達到臨界點，閃迪股票將出現驚人的 52% 漲幅