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cky10327
08-06
$闪迪(SNDK)$
后面不要搞财报了,就搞一个什么指引就行了,财报有用吗?完全没有[黑眼圈]
cky10327
08-06
你也知道市场预期过高[愤怒]
高盛点评闪迪、西部数据财报:业绩强劲,但市场预期太高
cky10327
08-06
$闪迪(SNDK)$
真的是不管财报好不好都是一个字跌,赶上缅a了,真的是美股A股化,a股美股化了
cky10327
08-06
有病,现在的财报差一点点就是不及预期,要求太高了
异动解读 | 闪迪盘后大跌5.37%,2027财年Q1营收指引不及预期引发抛售
cky10327
07-30
咳,不及预期,有没有想过这几个预期本身就是太高了呢
存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期
cky10327
07-28
$纳斯达克(.IXIC)$
太混了这玩意儿
cky10327
07-28
$闪迪(SNDK)$
挺好奇的,这波做空会到什么位置
cky10327
07-27
被人家排除在外,恨得牙痒痒的这是,还有什么利空,全放出来吧
异动解读|闪迪盘中下跌3.55%,盘前反弹未能延续,大摩内存价格见顶警告持续压制情绪
cky10327
07-25
$闪迪(SNDK)$
海力士跌,因为离婚案,迪子这边因为一条22年的信息,而且人家出来辟谣了,7月底又有加息预期,那边又开打,这都什么乱七八糟点,太难了,涨了之后各种阻碍的声音,关键其他板块也不好啊
cky10327
07-24
人家都辟谣了,你还在这边发消息
异动解读|闪迪盘前下跌3.03%,大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐
cky10327
07-24
$腾讯控股(00700)$
你也是个斗啊
cky10327
07-22
$腾讯控股(00700)$
咳,原来你属于老登系列[冷漠] [冷漠] [冷漠]
cky10327
07-21
$闪迪(SNDK)$
现在看到盘前涨心就慌[捂脸]
cky10327
07-21
不是之前各种做空观点嘛,变得真快
存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口
cky10327
07-20
$纳斯达克(.IXIC)$
你也是,有意思吗,一天到晚的,跳水上瘾了
cky10327
07-17
$闪迪(SNDK)$
苹果近期上涨不少,发现芯片开始下跌的那天,恰巧是七巨头开始上升的那天,这么巧?看来老美也有无形的手,只是这只手跟我们的手不是一个性质,迪子,光子,你们斗不过他们的[冷漠] 不是芯片不缺,不是ai不发展,是你们赚太多了[捂脸]
cky10327
07-16
$Rocket Lab USA, Inc.(RKLB)$
你搞得自己好像是存储板块一样,咳
cky10327
07-16
一个新闻今天发明天发的,干嘛啊
异动解读|闪迪盘中下跌4.69%,Argus维持持有评级叠加存储周期见顶担忧延续板块抛压
cky10327
07-16
$闪迪(SNDK)$
有一点不懂,很多机构还是把这些目标价订到至少1900最近,那他们是根据什么,各行各业在叫存储见顶,虚假泡沫,那他们这个价格参照什么来的,又不是前段时间定价,是最近跌这么凶的定价,是为了让散户接盘吗,所以现在应该做什么呢?
cky10327
07-16
$SK海力士(SKHY)$
没有入你,但是手里的都跟着你,果然成也是你,败也是你啊[冷漠]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 后面不要搞财报了,就搞一个什么指引就行了,财报有用吗?完全没有[黑眼圈] ","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 后面不要搞财报了,就搞一个什么指引就行了,财报有用吗?完全没有[黑眼圈] ","text":"$闪迪(SNDK)$ 后面不要搞财报了,就搞一个什么指引就行了,财报有用吗?完全没有[黑眼圈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593909644939792","isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593809561801648,"gmtCreate":1785989723564,"gmtModify":1785989725581,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"你也知道市场预期过高[愤怒] ","listText":"你也知道市场预期过高[愤怒] ","text":"你也知道市场预期过高[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593809561801648","repostId":"2657570990","repostType":2,"repost":{"id":"2657570990","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1785982336,"share":"https://www.laohunote.com/m/news/2657570990?lang=zh_CN&edition=full","pubTime":"2026-08-06 10:12","market":"nz","language":"zh","title":"高盛点评闪迪、西部数据财报:业绩强劲,但市场预期太高","url":"https://stock-news.laohu8.com/highlight/detail?id=2657570990","media":"华尔街见闻","summary":"高盛James Schneider团队认为两家公司营收、毛利率及每股收益均超预期,但高盛认为市场预期已过度乐观,平淡指引被解读为负面信号,预计两股财报后承压。此外,高盛警示闪迪低于预期的指引将向美光传导,投资者需关注美光短期走势。","content":"<html><head></head><body><blockquote><p>高盛James Schneider团队认为两家公司营收、毛利率及每股收益均超预期,但高盛认为市场预期已过度乐观,平淡指引被解读为负面信号,预计两股财报后承压。此外,高盛警示闪迪低于预期的指引将向美光传导,投资者需关注美光短期走势。</p></blockquote><p style=\"text-align: justify;\">闪迪与西部数据均交出了强劲的季度成绩单,但高盛认为,过高的市场预期令两家公司的股价难以从亮眼业绩中获益,预计财报公布后两只股票将双双承压下行。</p><p style=\"text-align: justify;\">追风交易台消息,8月5日,高盛James Schneider团队先后发布两份报告点评闪迪和西部数据的最新财报,<strong>当前存储行业面临的核心矛盾并非基本面恶化,而是市场预期已过度领先于现实。</strong></p><p style=\"text-align: justify;\">两家公司均交出了令人印象深刻的季报答卷,营收、毛利率和每股收益均不同程度超出预期。然而,当预期本身已经隐含了"完美执行+持续超预期"的假设,任何回归正常轨道的指引都会被市场解读为负面信号。</p><p style=\"text-align: justify;\"><strong>对于投资者而言,短期内需警惕两支股票的情绪面回调风险。高盛还指出,考虑到美光与闪迪在终端市场敞口上的高度重叠,预计闪迪本次财报的负面反应将向美光形成传导,投资者应对美光股价的短期走势保持关注。</strong></p><h2 id=\"5bf3c1d8\">西部数据:毛利率超预期,但指引未能惊喜</h2><p style=\"text-align: justify;\">西部数据截至2026年6月的<strong>第二财季营收</strong>为37.47亿美元,与高盛预测的37.63亿美元及华尔街共识的37.14亿美元基本持平,同比增长43.8%。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>54.4%,分别<strong>高于高盛预测的52.4%</strong>和市场共识的51.9%,超出幅度约200至250个基点。<strong>非GAAP每股收益</strong>为3.56美元,<strong>高于高盛预测的3.43美元</strong>及市场共识的3.35美元,超出幅度约4%至6%。</p><p style=\"text-align: justify;\"><strong>第三财季指引方面</strong>,西部数据给出<strong>营收中值</strong>为41亿美元,<strong>与高盛预测的41.66亿美元及市场共识的40.4亿美元大体相符。</strong></p><p style=\"text-align: justify;\"><strong>毛利率指引区间</strong>为55%至56%,<strong>高于高盛预测的54.1%</strong>及市场共识的54.0%,超出约140至148个基点。<strong>非GAAP每股收益指引中值</strong>为4.00美元,<strong>小幅高于高盛的3.94美元</strong>及市场共识的3.80美元。</p><p style=\"text-align: justify;\">高盛表示,市场预期在进入财报季前已高度乐观。投资者对HDD(机械硬盘)定价持续改善、利润率扩张动能以及大型云计算厂商资本开支驱动的长期需求能见度均抱有较高信心。</p><p style=\"text-align: justify;\"><strong>在此背景下,仅与市场预期持平的指引被视为"不够惊喜"。</strong></p><p style=\"text-align: justify;\">高盛维持西部数据12个月目标价650美元,基于23倍市盈率对应正常化每股收益28.00美元测算,较当前股价548.56美元有约18.5%的上行空间,评级维持"中性"。</p><h2 id=\"8bcad097\">闪迪:当季大幅超预期,但前瞻指引令市场失望</h2><p style=\"text-align: justify;\"><strong>闪迪第二财季营收</strong>为89.65亿美元,<strong>高于高盛预测的88.41亿美元</strong>和华尔街共识的87.13亿美元,同比增长高达371.6%。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>84.6%,<strong>与高盛预测的84.3%基本持平</strong>,但高于市场共识的83.6%。<strong>非GAAP每股收益</strong>为39.25美元,<strong>高于高盛预测的38.16美元</strong>及市场共识的35.45美元,超出幅度约3%至11%。</p><p style=\"text-align: justify;\"><strong>然而,第三财季指引令市场明显失望。</strong></p><p style=\"text-align: justify;\">闪迪给出<strong>营收指引中值</strong>为105.5亿美元,<strong>低于高盛预测的116.53亿美元</strong>和市场共识的111.48亿美元,差距分别达9.5%和5.4%。</p><p style=\"text-align: justify;\"><strong>毛利率指引中值</strong>为84.0%,<strong>低于高盛预测的84.7%</strong>和市场共识的86.7%,差距约74至267个基点。<strong>非GAAP每股收益指引中值</strong>为45.00美元,<strong>低于高盛预测的49.95美元</strong>,但与市场共识的45.34美元大体相符。</p><p style=\"text-align: justify;\"><strong>高盛指出,尽管闪迪股价已从6月高点下跌约40%,在一定程度上消化了部分过高预期,但进入财报季前市场对NAND定价强劲、AI数据中心加速采用以及同业强劲业绩的乐观情绪依然浓厚,使得低于预期的指引仍将导致股价进一步承压。</strong></p><p style=\"text-align: justify;\">高盛维持对闪迪的"买入"评级及12个月目标价2,200美元,基于20倍市盈率对应正常化每股收益110美元测算,较当前股价1,427.62美元有约54.1%的潜在上行空间。</p><p style=\"text-align: justify;\">在行业传导层面,高盛认为闪迪指引低于预期对存储行业整体情绪构成一定拖累。<strong>报告明确指出,鉴于相似的终端市场敞口,预计美光科技将在闪迪财报公布后出现负面反应。</strong></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛点评闪迪、西部数据财报:业绩强劲,但市场预期太高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛点评闪迪、西部数据财报:业绩强劲,但市场预期太高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-06 10:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>高盛James Schneider团队认为两家公司营收、毛利率及每股收益均超预期,但高盛认为市场预期已过度乐观,平淡指引被解读为负面信号,预计两股财报后承压。此外,高盛警示闪迪低于预期的指引将向美光传导,投资者需关注美光短期走势。</p></blockquote><p style=\"text-align: justify;\">闪迪与西部数据均交出了强劲的季度成绩单,但高盛认为,过高的市场预期令两家公司的股价难以从亮眼业绩中获益,预计财报公布后两只股票将双双承压下行。</p><p style=\"text-align: justify;\">追风交易台消息,8月5日,高盛James Schneider团队先后发布两份报告点评闪迪和西部数据的最新财报,<strong>当前存储行业面临的核心矛盾并非基本面恶化,而是市场预期已过度领先于现实。</strong></p><p style=\"text-align: justify;\">两家公司均交出了令人印象深刻的季报答卷,营收、毛利率和每股收益均不同程度超出预期。然而,当预期本身已经隐含了"完美执行+持续超预期"的假设,任何回归正常轨道的指引都会被市场解读为负面信号。</p><p style=\"text-align: justify;\"><strong>对于投资者而言,短期内需警惕两支股票的情绪面回调风险。高盛还指出,考虑到美光与闪迪在终端市场敞口上的高度重叠,预计闪迪本次财报的负面反应将向美光形成传导,投资者应对美光股价的短期走势保持关注。</strong></p><h2 id=\"5bf3c1d8\">西部数据:毛利率超预期,但指引未能惊喜</h2><p style=\"text-align: justify;\">西部数据截至2026年6月的<strong>第二财季营收</strong>为37.47亿美元,与高盛预测的37.63亿美元及华尔街共识的37.14亿美元基本持平,同比增长43.8%。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>54.4%,分别<strong>高于高盛预测的52.4%</strong>和市场共识的51.9%,超出幅度约200至250个基点。<strong>非GAAP每股收益</strong>为3.56美元,<strong>高于高盛预测的3.43美元</strong>及市场共识的3.35美元,超出幅度约4%至6%。</p><p style=\"text-align: justify;\"><strong>第三财季指引方面</strong>,西部数据给出<strong>营收中值</strong>为41亿美元,<strong>与高盛预测的41.66亿美元及市场共识的40.4亿美元大体相符。</strong></p><p style=\"text-align: justify;\"><strong>毛利率指引区间</strong>为55%至56%,<strong>高于高盛预测的54.1%</strong>及市场共识的54.0%,超出约140至148个基点。<strong>非GAAP每股收益指引中值</strong>为4.00美元,<strong>小幅高于高盛的3.94美元</strong>及市场共识的3.80美元。</p><p style=\"text-align: justify;\">高盛表示,市场预期在进入财报季前已高度乐观。投资者对HDD(机械硬盘)定价持续改善、利润率扩张动能以及大型云计算厂商资本开支驱动的长期需求能见度均抱有较高信心。</p><p style=\"text-align: justify;\"><strong>在此背景下,仅与市场预期持平的指引被视为"不够惊喜"。</strong></p><p style=\"text-align: justify;\">高盛维持西部数据12个月目标价650美元,基于23倍市盈率对应正常化每股收益28.00美元测算,较当前股价548.56美元有约18.5%的上行空间,评级维持"中性"。</p><h2 id=\"8bcad097\">闪迪:当季大幅超预期,但前瞻指引令市场失望</h2><p style=\"text-align: justify;\"><strong>闪迪第二财季营收</strong>为89.65亿美元,<strong>高于高盛预测的88.41亿美元</strong>和华尔街共识的87.13亿美元,同比增长高达371.6%。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>84.6%,<strong>与高盛预测的84.3%基本持平</strong>,但高于市场共识的83.6%。<strong>非GAAP每股收益</strong>为39.25美元,<strong>高于高盛预测的38.16美元</strong>及市场共识的35.45美元,超出幅度约3%至11%。</p><p style=\"text-align: justify;\"><strong>然而,第三财季指引令市场明显失望。</strong></p><p style=\"text-align: justify;\">闪迪给出<strong>营收指引中值</strong>为105.5亿美元,<strong>低于高盛预测的116.53亿美元</strong>和市场共识的111.48亿美元,差距分别达9.5%和5.4%。</p><p style=\"text-align: justify;\"><strong>毛利率指引中值</strong>为84.0%,<strong>低于高盛预测的84.7%</strong>和市场共识的86.7%,差距约74至267个基点。<strong>非GAAP每股收益指引中值</strong>为45.00美元,<strong>低于高盛预测的49.95美元</strong>,但与市场共识的45.34美元大体相符。</p><p style=\"text-align: justify;\"><strong>高盛指出,尽管闪迪股价已从6月高点下跌约40%,在一定程度上消化了部分过高预期,但进入财报季前市场对NAND定价强劲、AI数据中心加速采用以及同业强劲业绩的乐观情绪依然浓厚,使得低于预期的指引仍将导致股价进一步承压。</strong></p><p style=\"text-align: justify;\">高盛维持对闪迪的"买入"评级及12个月目标价2,200美元,基于20倍市盈率对应正常化每股收益110美元测算,较当前股价1,427.62美元有约54.1%的潜在上行空间。</p><p style=\"text-align: justify;\">在行业传导层面,高盛认为闪迪指引低于预期对存储行业整体情绪构成一定拖累。<strong>报告明确指出,鉴于相似的终端市场敞口,预计美光科技将在闪迪财报公布后出现负面反应。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","relate_stocks":{"TMSL":"T. 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Technology A2 SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU0106831901.USD":"贝莱德世界金融基金A2","FSMD":"Fidelity Small-Mid Multifactor ETF","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU1069347547.HKD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (HKD) INC","WDC":"西部数据","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","PTF":"Invesco Dorsey Wright Technology Momentum ETF"},"source_url":"https://wallstreetcn.com/articles/3778798","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2657570990","content_text":"高盛James Schneider团队认为两家公司营收、毛利率及每股收益均超预期,但高盛认为市场预期已过度乐观,平淡指引被解读为负面信号,预计两股财报后承压。此外,高盛警示闪迪低于预期的指引将向美光传导,投资者需关注美光短期走势。闪迪与西部数据均交出了强劲的季度成绩单,但高盛认为,过高的市场预期令两家公司的股价难以从亮眼业绩中获益,预计财报公布后两只股票将双双承压下行。追风交易台消息,8月5日,高盛James Schneider团队先后发布两份报告点评闪迪和西部数据的最新财报,当前存储行业面临的核心矛盾并非基本面恶化,而是市场预期已过度领先于现实。两家公司均交出了令人印象深刻的季报答卷,营收、毛利率和每股收益均不同程度超出预期。然而,当预期本身已经隐含了\"完美执行+持续超预期\"的假设,任何回归正常轨道的指引都会被市场解读为负面信号。对于投资者而言,短期内需警惕两支股票的情绪面回调风险。高盛还指出,考虑到美光与闪迪在终端市场敞口上的高度重叠,预计闪迪本次财报的负面反应将向美光形成传导,投资者应对美光股价的短期走势保持关注。西部数据:毛利率超预期,但指引未能惊喜西部数据截至2026年6月的第二财季营收为37.47亿美元,与高盛预测的37.63亿美元及华尔街共识的37.14亿美元基本持平,同比增长43.8%。毛利率54.4%,分别高于高盛预测的52.4%和市场共识的51.9%,超出幅度约200至250个基点。非GAAP每股收益为3.56美元,高于高盛预测的3.43美元及市场共识的3.35美元,超出幅度约4%至6%。第三财季指引方面,西部数据给出营收中值为41亿美元,与高盛预测的41.66亿美元及市场共识的40.4亿美元大体相符。毛利率指引区间为55%至56%,高于高盛预测的54.1%及市场共识的54.0%,超出约140至148个基点。非GAAP每股收益指引中值为4.00美元,小幅高于高盛的3.94美元及市场共识的3.80美元。高盛表示,市场预期在进入财报季前已高度乐观。投资者对HDD(机械硬盘)定价持续改善、利润率扩张动能以及大型云计算厂商资本开支驱动的长期需求能见度均抱有较高信心。在此背景下,仅与市场预期持平的指引被视为\"不够惊喜\"。高盛维持西部数据12个月目标价650美元,基于23倍市盈率对应正常化每股收益28.00美元测算,较当前股价548.56美元有约18.5%的上行空间,评级维持\"中性\"。闪迪:当季大幅超预期,但前瞻指引令市场失望闪迪第二财季营收为89.65亿美元,高于高盛预测的88.41亿美元和华尔街共识的87.13亿美元,同比增长高达371.6%。毛利率84.6%,与高盛预测的84.3%基本持平,但高于市场共识的83.6%。非GAAP每股收益为39.25美元,高于高盛预测的38.16美元及市场共识的35.45美元,超出幅度约3%至11%。然而,第三财季指引令市场明显失望。闪迪给出营收指引中值为105.5亿美元,低于高盛预测的116.53亿美元和市场共识的111.48亿美元,差距分别达9.5%和5.4%。毛利率指引中值为84.0%,低于高盛预测的84.7%和市场共识的86.7%,差距约74至267个基点。非GAAP每股收益指引中值为45.00美元,低于高盛预测的49.95美元,但与市场共识的45.34美元大体相符。高盛指出,尽管闪迪股价已从6月高点下跌约40%,在一定程度上消化了部分过高预期,但进入财报季前市场对NAND定价强劲、AI数据中心加速采用以及同业强劲业绩的乐观情绪依然浓厚,使得低于预期的指引仍将导致股价进一步承压。高盛维持对闪迪的\"买入\"评级及12个月目标价2,200美元,基于20倍市盈率对应正常化每股收益110美元测算,较当前股价1,427.62美元有约54.1%的潜在上行空间。在行业传导层面,高盛认为闪迪指引低于预期对存储行业整体情绪构成一定拖累。报告明确指出,鉴于相似的终端市场敞口,预计美光科技将在闪迪财报公布后出现负面反应。","news_type":1,"symbols_score_info":{"DISK":0.6,"CNEQ":0.6,"COWG":0.6,"WDC":1.96,"CGGO":0.6,"SNXX":0.6,"SNDG":0.6,"SNDK":1.97,"WDCX":0.6,"QQQG":0.6,"SNDU":0.6,"SNDC":0.6,"GSX":0.6,"SNDQ":0.6,"FSMD":0.6,"PTF":0.6,"TMSL":0.6,"FDTX":0.6,"SCHM":0.6,"CNAV":0.6,"SCHA":0.6,"FCUS":0.6,"OPTZ":0.6}},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593763596325832,"gmtCreate":1785978594221,"gmtModify":1785978596375,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 真的是不管财报好不好都是一个字跌,赶上缅a了,真的是美股A股化,a股美股化了","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 真的是不管财报好不好都是一个字跌,赶上缅a了,真的是美股A股化,a股美股化了","text":"$闪迪(SNDK)$ 真的是不管财报好不好都是一个字跌,赶上缅a了,真的是美股A股化,a股美股化了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/593763596325832","isVote":1,"tweetType":1,"viewCount":929,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551827235621669","authorId":"3551827235621669","name":"笨小虎","avatar":"https://static.tigerbbs.com/7934e5a816087ee6c2f32e9242c1bda5","crmLevel":9,"crmLevelSwitch":0,"idStr":"3551827235621669","authorIdStr":"3551827235621669"},"content":"A股不根本性改变证券制度、比如散户T+0、比如可以买涨也可以买跌,是永远不可能美股化的!","text":"A股不根本性改变证券制度、比如散户T+0、比如可以买涨也可以买跌,是永远不可能美股化的!","html":"A股不根本性改变证券制度、比如散户T+0、比如可以买涨也可以买跌,是永远不可能美股化的!"},{"author":{"id":"3569968827736584","authorId":"3569968827736584","name":"摩根财团首席执行官","avatar":"https://static.tigerbbs.com/04b6773002f87ca1460bc1427e3bf007","crmLevel":4,"crmLevelSwitch":1,"idStr":"3569968827736584","authorIdStr":"3569968827736584"},"content":"这是我3年前的结论,你引用了","text":"这是我3年前的结论,你引用了","html":"这是我3年前的结论,你引用了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593719589503656,"gmtCreate":1785967756085,"gmtModify":1785976511037,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"有病,现在的财报差一点点就是不及预期,要求太高了","listText":"有病,现在的财报差一点点就是不及预期,要求太高了","text":"有病,现在的财报差一点点就是不及预期,要求太高了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593719589503656","repostId":"1118019748","repostType":2,"repost":{"id":"1118019748","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1785963183,"share":"https://www.laohunote.com/m/news/1118019748?lang=zh_CN&edition=full","pubTime":"2026-08-06 04:53","market":"nz","language":"zh","title":"异动解读 | 闪迪盘后大跌5.37%,2027财年Q1营收指引不及预期引发抛售","url":"https://stock-news.laohu8.com/highlight/detail?id=1118019748","media":"异动解读","summary":"闪迪(SNDK)在盘后交易时段股价大跌5.37%,引发市场广泛关注。消息面上,闪迪于盘后公布了2026财年第四季度财报。尽管第四财季业绩表现亮眼,营收同比增长372%至89.7亿美元,调整后每股收益达39.25美元,均大幅高于市场预期,但公司给出的2027财年第一季度营收指引为103亿至108亿美元,中值105.5亿美元,低于市场预期的108亿美元,导致投资者信心受挫,股价承压下行。分析人士指出,闪迪作为AI存储交易的主要受益者,市场对其抱有极高的增长期待。虽然公司同时宣布了140亿美元的新股票回购计划,但略低于预期的未来营收展望未能完全抵消市场对增长放缓的担忧,从而引发了盘后的抛售压力。","content":"<p>闪迪(SNDK)在盘后交易时段股价大跌5.37%,引发市场广泛关注。</p><p>消息面上,闪迪于盘后公布了2026财年第四季度财报。尽管第四财季业绩表现亮眼,营收同比增长372%至89.7亿美元,调整后每股收益达39.25美元,均大幅高于市场预期,但公司给出的2027财年第一季度营收指引为103亿至108亿美元,中值105.5亿美元,低于市场预期的108亿美元,导致投资者信心受挫,股价承压下行。</p><p>分析人士指出,闪迪作为AI存储交易的主要受益者,市场对其抱有极高的增长期待。虽然公司同时宣布了140亿美元的新股票回购计划,但略低于预期的未来营收展望未能完全抵消市场对增长放缓的担忧,从而引发了盘后的抛售压力。</p>","source":"ai_movement_cn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动解读 | 闪迪盘后大跌5.37%,2027财年Q1营收指引不及预期引发抛售</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n异动解读 | 闪迪盘后大跌5.37%,2027财年Q1营收指引不及预期引发抛售\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-08-06 04:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪(SNDK)在盘后交易时段股价大跌5.37%,引发市场广泛关注。</p><p>消息面上,闪迪于盘后公布了2026财年第四季度财报。尽管第四财季业绩表现亮眼,营收同比增长372%至89.7亿美元,调整后每股收益达39.25美元,均大幅高于市场预期,但公司给出的2027财年第一季度营收指引为103亿至108亿美元,中值105.5亿美元,低于市场预期的108亿美元,导致投资者信心受挫,股价承压下行。</p><p>分析人士指出,闪迪作为AI存储交易的主要受益者,市场对其抱有极高的增长期待。虽然公司同时宣布了140亿美元的新股票回购计划,但略低于预期的未来营收展望未能完全抵消市场对增长放缓的担忧,从而引发了盘后的抛售压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118019748","content_text":"闪迪(SNDK)在盘后交易时段股价大跌5.37%,引发市场广泛关注。消息面上,闪迪于盘后公布了2026财年第四季度财报。尽管第四财季业绩表现亮眼,营收同比增长372%至89.7亿美元,调整后每股收益达39.25美元,均大幅高于市场预期,但公司给出的2027财年第一季度营收指引为103亿至108亿美元,中值105.5亿美元,低于市场预期的108亿美元,导致投资者信心受挫,股价承压下行。分析人士指出,闪迪作为AI存储交易的主要受益者,市场对其抱有极高的增长期待。虽然公司同时宣布了140亿美元的新股票回购计划,但略低于预期的未来营收展望未能完全抵消市场对增长放缓的担忧,从而引发了盘后的抛售压力。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591216183960816,"gmtCreate":1785341559196,"gmtModify":1785341561462,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","listText":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","text":"咳,不及预期,有没有想过这几个预期本身就是太高了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591216183960816","repostId":"2655436837","repostType":2,"repost":{"id":"2655436837","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785291239,"share":"https://www.laohunote.com/m/news/2655436837?lang=zh_CN&edition=full","pubTime":"2026-07-29 10:13","market":"fut","language":"zh","title":"存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655436837","media":"金吾财讯","summary":"金吾财讯 | 港股存储概念股持续疲软,截止发稿,南方两倍做多海力士 跌18.52%,南方两倍做多三星电子跌9.03%,兆易创新跌6.03%,澜起科技跌4.90%。消息面上,韩国存储巨头SK海力士周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,美光科技大幅收跌8.85%、闪迪跌14.25%。","content":"<html><body><p>金吾财讯 | 港股存储概念股持续疲软,截止发稿,<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>(07709)跌18.52%,<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>(07747)跌9.03%,<a href=\"https://laohu8.com/S/603986\">兆易创新</a>(03986)跌6.03%,<a href=\"https://laohu8.com/S/688008\">澜起科技</a>(06809)跌4.90%。消息面上,韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。价格方面,该公司二季度DRAM芯片平均销售价格(ASP)环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面,公司预计2026全年资本支出将达到40万亿韩元区间高段(约48-50万亿韩元),再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储概念股持续疲软 兆易创新(03986)跌6.03% SK海力士二季度业绩不及预期</title>\n<style 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港股存储概念股持续疲软,截止发稿,<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>(07709)跌18.52%,<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>(07747)跌9.03%,<a href=\"https://laohu8.com/S/603986\">兆易创新</a>(03986)跌6.03%,<a href=\"https://laohu8.com/S/688008\">澜起科技</a>(06809)跌4.90%。消息面上,韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示,第二季度营业利润为60.54万亿韩元,低于预期的64.22万亿韩元;收入为79万亿韩元,亦与此前预期的84万亿韩元差距明显。价格方面,该公司二季度DRAM芯片平均销售价格(ASP)环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面,公司预计2026全年资本支出将达到40万亿韩元区间高段(约48-50万亿韩元),再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外,隔晚美股存储芯片股亦连续受挫,其中,<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","relate_stocks":{"603986":"兆易创新","688008":"澜起科技","SNDU":"2倍做多SNDK ETF-T-REX","CGGO":"Capital Group Global Growth Equity ETF","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-27 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月27日,闪迪盘中下跌3.55%,报1369.16美元/股,成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%,但开盘后反弹迅速消退。</p><p>消息面上,摩根士丹利此前警告内存合同价格预计将于第四季度见顶,AI驱动的存储行业狂欢正接近拐点,净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化,市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%,板块整体承压。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178261519","content_text":"7月27日,闪迪盘中下跌3.55%,报1369.16美元/股,成交额29.65亿美元。尽管盘前受分析师澄清NAND利空传闻提振一度上涨近5%,但开盘后反弹迅速消退。消息面上,摩根士丹利此前警告内存合同价格预计将于第四季度见顶,AI驱动的存储行业狂欢正接近拐点,净盈利上调率已从92%峰值回落至77%。叠加7月24日板块遭受逾10%深度回调的余震尚未消化,市场对存储周期转折的担忧持续压制多头信心。同业西部数据跌1.18%、希捷科技跌0.81%,板块整体承压。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589436108272136,"gmtCreate":1784936815774,"gmtModify":1784936818271,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a 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海力士跌,因为离婚案,迪子这边因为一条22年的信息,而且人家出来辟谣了,7月底又有加息预期,那边又开打,这都什么乱七八糟点,太难了,涨了之后各种阻碍的声音,关键其他板块也不好啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/589436108272136","isVote":1,"tweetType":1,"viewCount":2463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496346935589210","authorId":"3496346935589210","name":"2567啊","avatar":"https://static.tigerbbs.com/d866cf010a6e4a06fd92dfc1d4d30944","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496346935589210","authorIdStr":"3496346935589210"},"content":"就是回调期,别依赖啥信息反转,回调期下无视好消息,放大坏消息","text":"就是回调期,别依赖啥信息反转,回调期下无视好消息,放大坏消息","html":"就是回调期,别依赖啥信息反转,回调期下无视好消息,放大坏消息"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589319784269368,"gmtCreate":1784908412358,"gmtModify":1784908414308,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"人家都辟谣了,你还在这边发消息","listText":"人家都辟谣了,你还在这边发消息","text":"人家都辟谣了,你还在这边发消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589319784269368","repostId":"1160221261","repostType":2,"repost":{"id":"1160221261","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784890271,"share":"https://www.laohunote.com/m/news/1160221261?lang=zh_CN&edition=full","pubTime":"2026-07-24 18:51","market":"hk","language":"zh","title":"异动解读|闪迪盘前下跌3.03%,大摩警告内存价格或于四季度见顶叠加前一交易日大涨后获利回吐","url":"https://stock-news.laohu8.com/highlight/detail?id=1160221261","media":"行情直击","summary":"7月24日,闪迪盘前下跌3.03%,报1561.65美元/股,成交额1.62亿美元,回吐前一交易日盘中逾5%的涨幅。消息面上,摩根士丹利最新报告警告,AI驱动的存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,净盈利上调率已从92%峰值回落至77%,市场对存储周期转折的担忧加剧。存储板块整体承压,同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%,行业个股普遍走弱。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>7月24日,闪迪盘前下跌3.03%,报1561.65美元/股,成交额1.62亿美元,回吐前一交易日盘中逾5%的涨幅。消息面上,摩根士丹利最新报告警告,AI驱动的存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,净盈利上调率已从92%峰值回落至77%,市场对存储周期转折的担忧加剧。存储板块整体承压,同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%,行业个股普遍走弱。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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18:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月24日,闪迪盘前下跌3.03%,报1561.65美元/股,成交额1.62亿美元,回吐前一交易日盘中逾5%的涨幅。消息面上,摩根士丹利最新报告警告,AI驱动的存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,净盈利上调率已从92%峰值回落至77%,市场对存储周期转折的担忧加剧。存储板块整体承压,同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%,行业个股普遍走弱。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160221261","content_text":"7月24日,闪迪盘前下跌3.03%,报1561.65美元/股,成交额1.62亿美元,回吐前一交易日盘中逾5%的涨幅。消息面上,摩根士丹利最新报告警告,AI驱动的存储行业狂欢正接近拐点,内存合同价格预计将于第四季度见顶,净盈利上调率已从92%峰值回落至77%,市场对存储周期转折的担忧加剧。存储板块整体承压,同业西部数据跌1.47%、希捷科技跌0.65%、超微电脑跌0.67%,行业个股普遍走弱。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589129202004168,"gmtCreate":1784861797308,"gmtModify":1784861799136,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 你也是个斗啊","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 你也是个斗啊","text":"$腾讯控股(00700)$ 你也是个斗啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589129202004168","isVote":1,"tweetType":1,"viewCount":805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588414586507528,"gmtCreate":1784687331435,"gmtModify":1784687333635,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 咳,原来你属于老登系列[冷漠] [冷漠] [冷漠] ","listText":"<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$ </a> 咳,原来你属于老登系列[冷漠] [冷漠] [冷漠] ","text":"$腾讯控股(00700)$ 咳,原来你属于老登系列[冷漠] [冷漠] [冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588414586507528","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588130224853208,"gmtCreate":1784617994576,"gmtModify":1784617996342,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 现在看到盘前涨心就慌[捂脸] ","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$ </a> 现在看到盘前涨心就慌[捂脸] ","text":"$闪迪(SNDK)$ 现在看到盘前涨心就慌[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588130224853208","isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587912886821752,"gmtCreate":1784564852675,"gmtModify":1784564854741,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不是之前各种做空观点嘛,变得真快","listText":"不是之前各种做空观点嘛,变得真快","text":"不是之前各种做空观点嘛,变得真快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587912886821752","repostId":"2652421926","repostType":2,"repost":{"id":"2652421926","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784555268,"share":"https://www.laohunote.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"sg","language":"zh","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","summary":"大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。","content":"<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%,SK 海力士 (SKHY) 涨 5.02%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露,分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认,存储短缺的强度没有任何减弱迹象。大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" 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\">2026-07-20 21:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬,截至发稿,<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%,<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%,<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%,<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%,SK 海力士 (SKHY) 涨 5.02%,<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%,<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上,<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露,分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认,存储短缺的强度没有任何减弱迹象。大摩估计,第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%,高于大摩自身及第三方机构的此前预测。大摩指出,此轮存储周期的核心逻辑在于,内存正日益成为AI基础设施建设的主要瓶颈之一,这一结构性约束预计将持续数年。在此背景下,大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>,维持对存储板块的积极判断,将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU0323591593.USD":"SCHRODER ISF QEP 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href=\"https://laohu8.com/S/RKLB\">$Rocket Lab USA, Inc.(RKLB)$ </a> 你搞得自己好像是存储板块一样,咳","text":"$Rocket Lab USA, Inc.(RKLB)$ 你搞得自己好像是存储板块一样,咳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586459784851824","isVote":1,"tweetType":1,"viewCount":568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586459000107304,"gmtCreate":1784209894776,"gmtModify":1784209896857,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3437638669595671","authorIdStr":"3437638669595671"},"themes":[],"title":"","htmlText":"一个新闻今天发明天发的,干嘛啊","listText":"一个新闻今天发明天发的,干嘛啊","text":"一个新闻今天发明天发的,干嘛啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586459000107304","repostId":"1139093420","repostType":2,"repost":{"id":"1139093420","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784208675,"share":"https://www.laohunote.com/m/news/1139093420?lang=zh_CN&edition=full","pubTime":"2026-07-16 21:31","market":"us","language":"zh","title":"异动解读|闪迪盘中下跌4.69%,Argus维持持有评级叠加存储周期见顶担忧延续板块抛压","url":"https://stock-news.laohu8.com/highlight/detail?id=1139093420","media":"行情直击","summary":"7月16日,闪迪盘中下跌4.69%,报1530.1美元/股,成交额19.46亿美元。此前一个交易日闪迪已大跌超10%,跌势延续。消息面上,Argus研究公司发布闪迪覆盖报告给予\"持有\"评级,与Evercore ISI(目标价3100美元)、高盛(目标价2200美元)等大行积极看多形成鲜明对比,多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪,高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块,SK海力士、美光科技、西部数据同步下挫,板块整体抛压显著。(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)","content":"<p><p>7月16日,闪迪盘中下跌4.69%,报1530.1美元/股,成交额19.46亿美元。此前一个交易日闪迪已大跌超10%,跌势延续。</p><p>消息面上,Argus研究公司发布闪迪覆盖报告给予\"持有\"评级,与Evercore ISI(目标价3100美元)、高盛(目标价2200美元)等大行积极看多形成鲜明对比,多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪,高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块,SK海力士、美光科技、西部数据同步下挫,板块整体抛压显著。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-16 21:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月16日,闪迪盘中下跌4.69%,报1530.1美元/股,成交额19.46亿美元。此前一个交易日闪迪已大跌超10%,跌势延续。</p><p>消息面上,Argus研究公司发布闪迪覆盖报告给予\"持有\"评级,与Evercore ISI(目标价3100美元)、高盛(目标价2200美元)等大行积极看多形成鲜明对比,多空分歧进一步加剧。存储超级周期见顶担忧持续主导市场情绪,高盛资金追踪报告显示对冲基金连续数周净卖出信息技术板块,SK海力士、美光科技、西部数据同步下挫,板块整体抛压显著。</p><p>(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139093420","content_text":"7月16日,闪迪盘中下跌4.69%,报1530.1美元/股,成交额19.46亿美元。此前一个交易日闪迪已大跌超10%,跌势延续。消息面上,Argus研究公司发布闪迪覆盖报告给予\"持有\"评级,与Evercore 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[笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536629134210104,"gmtCreate":1772033949237,"gmtModify":1772033951775,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不理解,能不能有高人解释下,AMD涨那么疯,这边没动静 [生气]","listText":"不理解,能不能有高人解释下,AMD涨那么疯,这边没动静 [生气]","text":"不理解,能不能有高人解释下,AMD涨那么疯,这边没动静 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什么逻辑","listText":"啥时候做空要这么大张旗鼓的啦,告诉我全世界我在做空你[惊讶] 什么逻辑","text":"啥时候做空要这么大张旗鼓的啦,告诉我全世界我在做空你[惊讶] 什么逻辑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/536277175500960","repostId":"1120902790","repostType":2,"repost":{"id":"1120902790","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1771944490,"share":"https://www.laohunote.com/m/news/1120902790?lang=zh_CN&edition=full","pubTime":"2026-02-24 22:48","market":"us","language":"zh","title":"知名做空机构香橼称正在做空闪迪,指存储芯片市场繁荣为“供应幻象”","url":"https://stock-news.laohu8.com/highlight/detail?id=1120902790","media":"老虎资讯综合","summary":"指当前存储芯片市场繁荣为“供应幻象”。","content":"<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ,指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称,市场正按照英伟达的逻辑给闪迪定价,但这存在一个致命问题:英伟达拥有护城河,而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业,而周期终会见顶。</p><p>闪迪盘中震荡下挫,截至发稿跌幅超5%。同时, <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%, <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n知名做空机构香橼称正在做空闪迪,指存储芯片市场繁荣为“供应幻象”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-24 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ,指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称,市场正按照英伟达的逻辑给闪迪定价,但这存在一个致命问题:英伟达拥有护城河,而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业,而周期终会见顶。</p><p>闪迪盘中震荡下挫,截至发稿跌幅超5%。同时, <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%, <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%, <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42124aee3650a48de8abd3a477140231","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120902790","content_text":"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”。香橼续称,市场正按照英伟达的逻辑给闪迪定价,但这存在一个致命问题:英伟达拥有护城河,而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业,而周期终会见顶。闪迪盘中震荡下挫,截至发稿跌幅超5%。同时, 希捷科技 跌近3%, 西部数据 跌2%, 美光科技 跌约1%。","news_type":1,"symbols_score_info":{"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":1888,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528025501794600","authorId":"3528025501794600","name":"稳稳101","avatar":"https://static.tigerbbs.com/bd835c68253134b90f2d66539ba457ff","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3528025501794600","idStr":"3528025501794600"},"content":"当然要高调了,不然怎么有人跟着","text":"当然要高调了,不然怎么有人跟着","html":"当然要高调了,不然怎么有人跟着"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581640245924968,"gmtCreate":1783033452635,"gmtModify":1783033454615,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CBRS\">$Cerebras Systems(CBRS)$ </a> 你为什么也跟着跌?","listText":"<a 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