未来几十年的估值都算_老虎社区_美港股上老虎

未来几十年的估值都算进去了

闪迪财报后盘后重挫7.96%（正股日内已跌5.40%）——尽管Q4营收与盈利双双击败预期、受内存涨价驱动，但Q1 FY27指引不及预期成为压垮股价的最后一根稻草，西部数据（WDC）当晚同列"财报输家"。市场就此担心存储涨价的持续性与需求能见度。这轮存储超级周期，是被这份指引率先证伪，还是盘后的情绪错杀？

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