SanDisk Corp(SNDK)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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SNDK SanDisk Corp

盘前交易 12-16 08:27:45 EST

201.87

-4.31

-2.09%

盘前203.76

+1.89+0.94%

08:26 EST

最高217.00	最低200.34	成交量626.50万
今开214.45	昨收206.18	日振幅8.08%
总市值295.85亿	流通市值277.35亿	总股本1.47亿
成交额12.96亿	换手率4.56%	流通股本1.37亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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Corp（SNDK）今日盘中大涨5.11%，成为存储板块中的领涨个股之一。消息面上，摩根大通发布最新研报，预测存储芯片市场将迎来史上最长景气周期。报告指出，AI推理需求激增（消耗内存为训练的3倍）和HBM产能挤占将导致DRAM供需缺口持续至2027年，预计2026年DRAM价格暴涨53%。这一乐观预期带动包括SanDisk在内的存储概念股集体走强。摩根大通特别强调，企业级存储市场（B2B）的强劲需求将完全抵消消费端压力，头部厂商市值有望从当前的1万亿美元增长50%至2027年的1.5万亿美元。SanDisk作为NAND闪存领域的重要厂商，直接受益于这一行业趋势。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1186724418","title":"美股存储概念股盘前集体走高！SanDisk涨近4%，美光科技、希捷科技涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186724418","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1186724418?lang=zh_cn&edition=full","pubTime":"2025-12-15 21:42","pubTimestamp":1765806138,"startTime":"0","endTime":"0","summary":"12月15日，美股存储概念股盘前集体走高，SanDisk涨近4%，$美光科技(MU)$、$希捷科技(STX)$涨超2%，$西部数据(WDC)$涨近2%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","WDC","SNDK","STX"],"gpt_icon":0},{"id":"2591939690","title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591939690","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591939690?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:00","pubTimestamp":1765782000,"startTime":"0","endTime":"0","summary":"摩根大通预言存储芯片迎史上最长景气周期：头部厂商市值今年逼近万亿美元，2027年将飙至1.5万亿，涨幅超50%。HBM需求持续挤占传统DRAM产能，AI推理对内存消耗是训练3倍，供需缺口将延续至2027年。预测2026财年DRAM价格暴涨53%，企业级市场强劲将完全抵消消费端压力。","market":"sh","thumbnail":"https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761397","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761397","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","STX","MU","SNDK"],"gpt_icon":1},{"id":"1112980174","title":"异动解读 | 存储概念股普跌，SanDisk盘中大跌12.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112980174","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1112980174?lang=zh_cn&edition=full","pubTime":"2025-12-12 23:42","pubTimestamp":1765554143,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大跌12.75%，成为市场关注的焦点。消息面上，存储概念股普遍下跌，包括西部数据（WDC）、美光科技（MU）和希捷科技（STX）等均出现不同程度的下挫。这一现象表明，此次下跌可能是由于存储行业整体面临压力或市场情绪转变所致。目前尚未有具体的公司负面新闻传出，但行业整体的疲软表现可能是导致SanDisk股价大幅下跌的主要原因。市场将继续关注存储行业的后续动态。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37d7879f7dfa62508177ffc708643458","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1159653319","title":"存储概念股普跌，SanDisk大跌12%，西部数据跌超6%，美光跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159653319","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1159653319?lang=zh_cn&edition=full","pubTime":"2025-12-12 23:39","pubTimestamp":1765553961,"startTime":"0","endTime":"0","summary":"希捷科技跌超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/1a0e1d4ff7c38950e057b4241b989665","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1a0e1d4ff7c38950e057b4241b989665"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37d7879f7dfa62508177ffc708643458","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","WDC","STX","MU"],"gpt_icon":0},{"id":"2590639825","title":"内存芯片价格飙涨400%！ 法巴：巨头停产旧型号 美光(MU.US)、Sandisk(SNDK.US)直接受益全球抢货潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590639825","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590639825?lang=zh_cn&edition=full","pubTime":"2025-12-11 10:43","pubTimestamp":1765421003,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，法国巴黎银行表示，随着人工智能推动内存行业进入“历史性上升周期”，美光科技和Sandisk有望持续受益。深入分析后，阿克曼表示，DRAM第四季度平均售价预计将环比上涨35%，2026年第一季度将环比上涨10%。NAND情况类似，预计第四季度价格上涨15%，下一季度上涨7%。内存芯片“超级周期”已至!分析师指出，加上手机销量超预期，这共同加剧了非HBM内存芯片的供应紧张，并推高了其价格。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0fd3445626f9b3c795e7a1ddeb587ea4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380237.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0203347892.USD","LU2286300806.USD","IE00B19Z3B42.SGD","LU0127658192.USD","LU2250418816.HKD","LU0082616367.USD","LU0889566641.SGD","BK4579","LU2048586759.USD","LU0274383776.USD","LU2089985449.USD","BK4543","BK4512","LU0081259029.USD","LU0157215616.USD","BK4566","SNDK","BK4532","BK4533","LU2360106780.USD","BK4575","GB00BDT5M118.USD","LU2931357623.SGD","BK4588","BK4554","LU0056508442.USD","LU0203345920.USD","IE0002270589.USD","LU1852331112.SGD","MU","IE00B19Z3581.USD","LU1323610961.USD","BK4170","LU2211815571.USD","IE00B7SZLL34.SGD","LU0642271901.SGD","LU0792757196.USD","BK4605","LU1366333091.USD","BK4553","LU1267930813.SGD","BK4141","LU1316542783.SGD","LU0719512351.SGD","BK4585","BK4527"],"gpt_icon":1},{"id":"1143208528","title":"异动解读 | NAND闪存短缺加剧，闪迪盘中大涨5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143208528","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1143208528?lang=zh_cn&edition=full","pubTime":"2025-12-11 04:02","pubTimestamp":1765396957,"startTime":"0","endTime":"0","summary":"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。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2590583720","title":"摩根大通评闪迪：“短期超额利润”不代表“长期盈利能力提升”，中期面可能回归历史“繁荣-萧条”模式","url":"https://stock-news.laohu8.com/highlight/detail?id=2590583720","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590583720?lang=zh_cn&edition=full","pubTime":"2025-12-10 18:38","pubTimestamp":1765363112,"startTime":"0","endTime":"0","summary":"摩根大通报告指出，尽管闪迪受益于AI浪潮驱动的企业级SSD超级周期，但其在该高增长市场中份额仅2%-3%，处于行业跟随地位。同时，当前高利润环境本质上是行业周期性繁荣，随着2027年前后主要厂商启动新一轮产能扩张，供需结构将趋于宽松，届时行业可能重回“繁荣-萧条”周期。因此，公司短期超额利润不可持续，长期盈利能力预计将逐步向历史均衡水平回归。","market":"us","thumbnail":"https://community-static.tradeup.com/news/8b0174a6dba4cc55f99a56ac0936a1db","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8b0174a6dba4cc55f99a56ac0936a1db"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761097","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761097","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"gpt_icon":1},{"id":"1135656162","title":"美光NAND报价单月暴涨近50%，明年缺货将成为全面现象","url":"https://stock-news.laohu8.com/highlight/detail?id=1135656162","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135656162?lang=zh_cn&edition=full","pubTime":"2025-12-10 17:58","pubTimestamp":1765360705,"startTime":"0","endTime":"0","summary":"3月起部分厂商无货可交。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","WDC","STX","SNDK"],"gpt_icon":0},{"id":"1110593615","title":"异动解读 | 摩根大通给予中性评级，SanDisk盘中大跌5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110593615","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1110593615?lang=zh_cn&edition=full","pubTime":"2025-12-09 23:16","pubTimestamp":1765293399,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大跌5.18%，成为市场关注的焦点。消息面上，摩根大通分析师Harlan Sur首次覆盖SanDisk，给予中性评级，并宣布目标价为235美元。这一评级可能引发了投资者的谨慎情绪，导致股价下跌。此外，美股存储概念板块今日集体走低，西部数据、美光科技、希捷科技等均跟跌，进一步加剧了SanDisk的跌幅。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2ad7af363d06a0ff4577e76adf38ae5d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2590347649","title":"美股异动 | 存储概念股集体走低 SanDisk Corp(SNDK.US)跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590347649","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590347649?lang=zh_cn&edition=full","pubTime":"2025-12-09 23:00","pubTimestamp":1765292402,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二，美股存储概念板块集体走低，SanDisk Corp(SNDK.US)跌超4%，西部数据(WDC.US)、美光科技(MU.US)、希捷科技(STX.US)均跟跌。消息面上，摩根大通分析师Harlan Sur首次覆盖SanDisk，给予中性评级，并宣布目标价为235美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2ad7af363d06a0ff4577e76adf38ae5d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379607.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SNDK","BK4170"],"gpt_icon":0},{"id":"1146264931","title":"异动解读 | 摩根大通给予中性评级，SanDisk盘中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146264931","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1146264931?lang=zh_cn&edition=full","pubTime":"2025-12-08 23:58","pubTimestamp":1765209510,"startTime":"0","endTime":"0","summary":"SanDisk Corp (SNDK)今日盘中股价大跌5.05%，引起了市场的广泛关注。消息面上，摩根大通(JPM)今日发布研究报告，首次覆盖SanDisk并给予\"中性\"评级，目标价定为235美元。该目标价仅比前一交易日收盘价高出2.8%，显示分析师对该公司未来上涨空间持谨慎态度。摩根大通在报告中指出，虽然SanDisk的数据中心收入有望在2025财年实现显著增长，但认为目前的定价优势可能是暂时的。分析师预计未来的产能增长和需求放缓将限制其长期上涨空间。这一评级可能引发了投资者的抛售行为，导致股价大幅下跌。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1174341690","title":"异动解读 | 闪迪盘中大涨5.09%，AI需求推动NAND闪存供应紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=1174341690","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1174341690?lang=zh_cn&edition=full","pubTime":"2025-12-04 23:30","pubTimestamp":1764862222,"startTime":"0","endTime":"0","summary":"闪迪（SanDisk Corp，股票代码：SNDK）今日盘中大涨5.09%，成为市场关注的焦点。消息面上，近期NAND闪存市场供应紧张，价格大幅上涨。据报道，闪迪与三星等主要供应商延迟出货，且自10月起未向部分客户提供新芯片，导致市场供应恶化。此外，AI数据中心的快速扩张进一步加剧了NAND闪存的需求，推动价格单月上涨约50%。这一供需失衡的局面预计将持续3-5个月，市场对闪迪的盈利能力预期显著提升，从而带动股价上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1feaf38796460ca86ddc40dc00360977","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2588756040","title":"NAND Flash 缺货加剧，创见自 10 月后再未收到三星与闪迪出货","url":"https://stock-news.laohu8.com/highlight/detail?id=2588756040","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588756040?lang=zh_cn&edition=full","pubTime":"2025-12-03 23:44","pubTimestamp":1764776663,"startTime":"0","endTime":"0","summary":"创见表示，该公司自 10 月之后就未能再收到来自三星与闪迪的 NAND Flash 出货，已对其产品供应造成显著影响。通知称，由于 NAND Flash 供货短缺持续扩大，三星与闪迪均难以向模块厂提供足够芯片，进而影响其营收与履约能力。上月有消息指出，为反映供需变化，闪迪 11 月已将 NAND Flash 合约价上调 50%，导致多家模块厂暂缓出货，以重新评估价格与客户交付承诺。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203234654a4cabb91&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Corp（SNDK）今日盘中大跌5.73%，成为市场关注的焦点。消息面上，美股存储概念股今日盘初普遍下跌，包括希捷科技（STX）、美光科技（MU）和西部数据（WDC）在内的多只股票跌幅均超过4%。这表明此次下跌可能与存储板块整体表现疲软有关，市场对存储行业的短期前景或存在担忧。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9768bc0dea4d6ea11bb6940afd3820e6","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1155815129","title":"美股异动 | 存储概念股下跌，SanDisk跌超5%，美光科技跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1155815129","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1155815129?lang=zh_cn&edition=full","pubTime":"2025-12-03 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闪迪盘中大跌5.21%，传NAND闪存合约价上调50%引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1157696854","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1157696854?lang=zh_cn&edition=full","pubTime":"2025-12-02 23:32","pubTimestamp":1764689543,"startTime":"0","endTime":"0","summary":"闪迪（SanDisk Corp，SNDK）今日盘中股价大幅下跌5.21%，引发市场关注。消息面上，据行业媒体报道，闪迪已将其11月份的NAND闪存合约价格大幅上调50%。这一调整凸显了存储器市场供应紧张的局面，主要受人工智能数据中心需求激增和晶圆供应短缺的影响。市场担忧此举可能导致客户关系紧张或需求下降，从而对闪迪的业绩产生负面影响。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1134547602","title":"异动解读 | 闪迪盘中大跌5.21%，传NAND闪存合约价上调50%引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1134547602","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1134547602?lang=zh_cn&edition=full","pubTime":"2025-12-02 23:32","pubTimestamp":1764689541,"startTime":"0","endTime":"0","summary":"闪迪（SanDisk Corp，股票代码：SNDK）今日盘中股价大跌5.21%，引发市场关注。消息面上，据行业媒体报道，闪迪已将其11月份的NAND闪存合约价格大幅上调50%。这一调整源于存储器市场供应趋紧，主要受人工智能数据中心需求激增和晶圆供应短缺的影响。市场担忧此次涨价可能导致下游模块制造商暂停出货并重新评估报价，从而对闪迪的供应链和客户关系造成短期冲击。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1174176538","title":"美股异动 | 存储概念股下跌，SanDisk跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174176538","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1174176538?lang=zh_cn&edition=full","pubTime":"2025-12-01 22:46","pubTimestamp":1764600411,"startTime":"0","endTime":"0","summary":"12月1日，美股存储概念股盘初下跌，$SanDisk(SNDK)$跌超6%，$希捷科技(STX)$、$西部数据(WDC)$跌超3%，$美光科技(MU)$跌近2%。","market":"us","thumbnail":"https://static.tigerbbs.com/200072bb672e10a317e8dd4c606fd113","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/200072bb672e10a317e8dd4c606fd113"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"56a564e9ecf3b759b7780af824abf1da","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"gpt_icon":0},{"id":"2588775455","title":"Sandisk Corporation盘中异动 早盘股价大跌5.71%","url":"https://stock-news.laohu8.com/highlight/detail?id=2588775455","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2588775455?lang=zh_cn&edition=full","pubTime":"2025-12-01 22:34","pubTimestamp":1764599641,"startTime":"0","endTime":"0","summary":"北京时间2025年12月01日22时34分，Sandisk Corporation股票出现异动，股价大幅下跌5.71%。Sandisk Corporation股票所在的电脑硬件行业中，整体跌幅为2.32%。其相关个股中，Transact Technologies Incorporated、Key Tronic Corporation、亿邦国际涨幅较大，Rigetti Computing, Inc.、Quantum Computing Inc.、Sandisk Corporation较为活跃，换手率分别为0.65%、0.64%、0.61%，振幅较大的相关个股有Velo3D, Inc.、AgEagle天线系统、Zspace, Inc.，振幅分别为6.03%、5.30%、4.89%。Sandisk 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