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嘻嘻瓜
2025-12-11

这篇文章不错，转发给大家看看

异动解读 | NAND闪存短缺加剧，闪迪盘中大涨5.06%

闪迪公司(SNDK)今日盘中大涨5.06%，成为市场焦点。消息面上，行业媒体报道称NAND闪存短缺程度远超预期，美光科技近期NAND报价单月涨幅接近50%，且多家模组厂库存仅能维持至2026年第一季度。这一供需失衡局面直接利好闪迪等NAND主要供应商，市场预期其产品定价能力与盈利能力将显著提升。

异动解读 | NAND闪存短缺加剧，闪迪盘中大涨5.06%

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