美国存储芯片巨头股价大跳水！拿下超级大单 AMD股价大涨

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北京时间2月24日晚，美国存储芯片巨头闪迪股价一度跌超5%，截至发稿，其股价略有回升，跌3.42%，市值949.86亿美元。消息面上，据媒体报道，知名做空机构香橼称正在做空闪迪，指当前存储芯片市场繁荣为“供应幻象”。闪迪是基于NAND闪存技术的数据存储设备和解决方案的主要开发商、制造商和供应商，公司产品组合涵盖，固态硬盘、嵌入式产品、存储卡、USB驱动器及晶圆和组件，服务于从消费者到大型企业和公共...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225001840a4c3ae8f&s=b><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2月24日晚，美国存储芯片巨头闪迪股价一度跌超5%，截至发稿，其股价略有回升，跌3.42%，市值949.86亿美元。消息面上，据媒体报道，知名做空机构香橼称正在做空闪迪，指当前存储芯片市场繁荣为“供应幻象”。闪迪是基于NAND闪存技术的数据存储设备和解决方案的主要开发商、制造商和供应商，公司产品组合涵盖，固态硬盘、嵌入式产品、存储卡、USB驱动器及晶圆和组件，服务于从消费者到大型企业和公共...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225001840a4c3ae8f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0964807845.USD","symbol_name":"ALLIANZ INCOME & GROWTH \"A\" (USD) 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AMD's stock price soars after winning a super large order","themeId":"79afca216c1647077dc784aaf82d4600","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMDU":0.6,"DAMD":0.6,"GGLS":0.6,"GOOG":0.9,"GOOY":0.6,"AMDD":0.6,"GOU":0.6,"GOOW":0.6,"AMDY":0.6,"GOOP":0.6,"AMYY":0.6,"AMDG":0.6,"META":0.9,"AMD":1.95,"GOOX":0.6,"AMUU":0.6,"AMDW":0.6,"NVDA":0.9},"content_text":"北京时间2月24日晚，美国存储芯片巨头闪迪股价一度跌超5%，截至发稿，其股价略有回升，跌3.42%，市值949.86亿美元。消息面上，据媒体报道，知名做空机构香橼称正在做空闪迪，指当前存储芯片市场繁荣为“供应幻象”。闪迪是基于NAND闪存技术的数据存储设备和解决方案的主要开发商、制造商和供应商，公司产品组合涵盖，固态硬盘、嵌入式产品、存储卡、USB驱动器及晶圆和组件，服务于从消费者到大型企业和公共云的广泛客户群体。财报数据显示，闪迪在2026财年第二财季实现利润8.03亿美元，去年同期利润为1.04亿美元；季度收入从去年同期的18.8亿美元跃升至30.3亿美元，经调整后每股收益达6.20美元，远高于分析师普遍预期的3.62美元，远超公司此前的指引区间。另值得注意的是，AMD一度大涨超8%，截至发稿，涨6.6%，市值3417亿美元。消息面上，2月24日，Meta宣布与超威半导体（AMD，代码AMD.O）达成一项多年期合作协议，双方将携手为Meta的AI数据中心部署最高6吉瓦的AMD图形处理器（GPU），同时还将采用AMD专为AI优化的中央处理器（CPU）。据媒体报道，此次合作是Meta加码AI基础设施建设的重要一环。Meta在上月发布的财报中曾宣布，2026年计划投入最高1350亿美元用于资本开支，全力推进AI业务发展，以跟上行业巨头及OpenAI、Anthropic等AI初创企业的步伐。Meta规划建设30座数据中心，其中26座位于美国，庞大的算力需求成为其与多家芯片企业合作的核心动因。值得注意的是，Meta并非首次与AMD合作，其长期以来同时是AMD和英伟达的客户，且自身也在研发自研处理器。此外，有报道称Meta已于2025年底与谷歌展开洽谈，计划2027年在其数据中心部署谷歌的张量处理单元（TPU），此次与AMD的合作，进一步丰富了其算力供应商矩阵。每日经济新闻综合公开消息、证券时报（文章来源：每日经济新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2614480745","isCrawlerRequest":true}

美国存储芯片巨头 股价大跳水！拿下超级大单 AMD股价大涨

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美国存储芯片巨头股价大跳水！拿下超级大单 AMD股价大涨