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闪迪Q3业绩大福超预期高盛上调其目标价

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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-04 18:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 今日，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>发布2026财年Q3财报，数据全面碾压市场预期：营收59.5亿美元，同比大增97%，较分析师预期高出16%；毛利率达70%，远超预期的61%；每股收益23.41美元，同比暴增120%，超预期37%。核心驱动来自数据中心业务，该板块收入单季翻三倍，AI服务器存储需求爆发式增长。</p><p>财报发布后，<a href=\"https://laohu8.com/S/GS\">高盛</a>将其12个月目标价从700美元大幅上调至1200美元，EPS预测平均上调约55%；Susquehanna更是直接将目标价从1000美元翻倍至2000美元，强调存储芯片供需紧张格局将持续至2027年，公司定价权与业绩高增具备强持续性。尽管盘初受获利了结影响大跌6%，但资金迅速回流，收盘大涨8%创历史新高，市场对AI存储赛道的长期信心十足。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard 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