Group 1 - The core viewpoint of the article highlights a collective rise in U.S. storage stocks, with SanDisk (SNDK.US) increasing nearly 13%, Western Digital (WDC.US) and Micron Technology (MU.US) rising over 6%, and Seagate Technology (STX.US) up over 4% [1] - Bank of America has strengthened its bullish stance on SanDisk following an investor meeting with CEO David Goeckler and CFO Luis Visoso [1] - Analyst Wamsi Mohan cites several factors contributing to the bullish sentiment, including expected NAND flash market supply shortages until at least the end of 2026, strong demand driven by data centers and artificial intelligence (AI), low NAND industry inventory levels, SanDisk's expansion of enterprise solid-state drive (eSSD) capacity, transition to BiCS8 process node, and increasing visibility of customer demand [1] Group 2 - Mohan reiterated a "buy" rating for SanDisk and raised the target price from $270 to $300 [1]
美股异动 | 存储概念股集体上涨 SanDisk(SNDK.US)涨近13%