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【今日美股热点🔥】存储巨头闪迪(SanDisk)周五暴涨7.39%,本周累计涨幅已超35%,成交额达339亿美元,盘中一度超越
苹果
成为美股第一大成交股票。摩根大通将其评级由"中性"上调至"增持",目标价2250美元。闪迪在2026年投资者日上表示,AI数据中心对存储的需求预计到2030年将使企业闪存市场规模达到1.2泽字节,受此消息提振,美光(
$MU
)同步收涨2.30%,存储板块逆市走强。
#美股
#AI存储
$SNAP
$MU
仅供信息参考,不构成投资建议。
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MU
+1.45%
370
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