智通财经APP获悉，周一，美股存储概念股集体上涨，SanDisk(SNDK.US)涨近13%，西部数据 (WDC.US)、美光科技(MU.US)涨超6%，希捷科技(STX.US)涨超4%。消息面上，美国银行此前表示， 在与SanDisk首席执行官David Goeckler及首席财务官Luis Visoso举行投资者会议后，该行对这家存储芯 片制造商的看涨立场进一步强化。 分析师Wamsi Mohan在致客户的报告中写道："以下因素令我们对该股的看涨情绪更为坚定：预计 NAND闪存市场至少在2026年底前将持续供应短缺;数据中心与人工智能(AI)驱动需求强劲增长;NAND 行业库存处于低位;SanDisk正在扩大企业级固态硬盘(eSSD)产能，有望提升市场份额;公司正持续向 BiCS8制程节点过渡;以及客户需求能见度不断提高。"Mohan重申其"买入"评级，并将目标价从270美元 上调至300美元。 ...

Core Viewpoint - Despite a significant drop in stock price, Bank of America remains bullish on SanDisk due to strong demand and supply dynamics in the NAND flash memory market [1][2] Group 1: Market Dynamics - The NAND flash memory market is expected to experience a supply shortage at least until the end of 2026 [1] - Strong growth in demand driven by data centers and artificial intelligence (AI) [1] - NAND industry inventory levels are currently low [1] Group 2: Company Strategy - SanDisk is expanding its enterprise solid-state drive (eSSD) production capacity, which is expected to enhance market share [1] - The company is transitioning to the BiCS8 process node, indicating a focus on technological advancement [1] - Management is negotiating long-term supply contracts and pricing structures with customers, reflecting a proactive approach to demand forecasting [2] Group 3: Analyst Insights - Analyst Wamsi Mohan has reiterated a "buy" rating for SanDisk and raised the target price from $270 to $300 [1] - The company is closely monitoring potential over-ordering risks by comparing historical order patterns [2] - CEO David Goeckler aims to enhance investment returns in the NAND industry through careful capacity planning [2]