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101969999z

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02-02

$闪迪(SNDK)$ [开心] [开心] [开心]

目标价1000美元！华尔街最看好闪迪的机构，估值测算的PE倍数只有11倍

01-14

$携程网(TCOM)$ 做空的今天爽呆😳

01-09

$SanDisk Corp(SNDK)$ 和江波龙合作顺水推舟

2025-12-18

$美光科技(MU)$ 😃

2025-10-28

牛逼

微软盘前涨超4%，与OpenAI签署新协议，后者将额外购买2500亿美元的Azure服务

2025-10-10

$APPLIED DIGITAL CORP(APLD)$ 反弹好猛[开心] [开心] [开心] 大盘砸洗出来再拉回来

2025-09-30

$伯克希尔(BRK.A)$ 巴菲特那天去世，对股价就崩盘就不远了

2025-09-17

预期25，超预期50，不及预期0

2025-09-15

$特斯拉(TSLA)$ 加仓

2025-09-10

$甲骨文(ORCL)$ 今天打爆空头啊哈哈

2025-04-18

$霸王茶姬(CHA)$ [开心] [开心] [开心] [开心] 看到60-80一股

2025-04-17

$霸王茶姬(CHA)$ 今天高位50-60！最低位33

2025-04-17

啊哈哈😃逗你玩吧

@MellX:$霸王茶姬(CHA)$ 保底一股兄弟们

2025-04-12

$霸王茶姬(CHA)$ 加油加油加油[开心] [开心] [开心]

2025-04-02

$霸王茶姬(CHA)$ 来了来了老弟

2024-12-03

$超微电脑(SMCI)$ 真好👌🏻

2024-11-27

$超微电脑(SMCI)$ 抄底做多

2024-09-29

[开心] [开心] [开心] [开心] 下探回升

上交所成功完成测试，竞价系统接收报单为历史峰值2倍

2024-05-23

$英伟达(NVDA)$ 疯了都

2024-05-23

$Faraday Future(FFIE)$ 🔨🔨🔨🔨🔨🔨🔨🔨🔨🔨🔨锤死针扎

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Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调幅度达72%。激进的目标价基于该机构对公司2027财年每股收益90.96美元的预测，对应市盈率仅为11倍。</p><p style=\"text-align: justify;\">更引人注目的是，分析师预计公司2027财年自由现金流将达到138亿美元，对应EV/FCF估值倍数仅为10.3倍，较市场共识预期高出195%。对投资者而言，<strong>关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。</strong></p><h2 id=\"97bed8e\">业绩大幅超预期，毛利率扩张成最大亮点</h2><p style=\"text-align: justify;\">分析师指出，闪迪2026财年第二季度业绩全面超出预期。收入达到30亿美元，同比增长31%，超过市场一致预期的26.73亿美元13.2%。驱动因素包括出货量实现低个位数百分比增长，而平均售价（ASP）环比飙升超过35%，远超市场预期的16%。</p><p style=\"text-align: justify;\">利润率方面的表现尤为惊艳。Non-GAAP毛利率扩张至52.1%，较市场预期的42%高出812个基点，较上季度的29.9%大幅提升2220个基点。运营利润率达到37.5%，而市场预期仅为24.4%，超出1310个基点。Non-GAAP每股收益为6.20美元，较市场预期的3.49美元高出77.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fef37056a7fa6874cc3ec559a79e32a\" title=\"\" tg-width=\"900\" tg-height=\"401\"/></p><p style=\"text-align: justify;\"><strong>分析师强调，利润率扩张的驱动力不仅来自ASP上涨，还包括显著的成本下降和产品组合优化。</strong>二季度单位成本下降约9%，部分归因于工厂启动成本的降低——本季度工厂启动成本降至2400万美元，低于上季度的7200万美元，预计这些成本未来将完全消除。</p><h2 id=\"65\">三季度指引成股价催化剂，毛利率将突破65%</h2><p style=\"text-align: justify;\">伯恩斯坦分析师认为，<strong>三季度指引才是推动股价大涨的真正催化剂。</strong></p><p style=\"text-align: justify;\"><strong>公司指引三季度收入为44-48亿美元，环比增长53%，这意味着ASP将环比暴增超过55%。</strong>更令人震惊的是，N<strong>on-GAAP毛利率指引为65-67%，环比将扩张1490个基点。这将推动Non-GAAP每股收益达到12-14美元，远超分析师基础情景下的6.5美元预测，甚至超过其乐观情景下的9.1美元预测。</strong></p><p style=\"text-align: justify;\">分析师指出，公司目前仍有超过90%的销售基于短期合同，但正在评估向长期协议转变，以实现更高且可持续的定价和固定销量。公司已签署一份包含预付款条款的长期协议，并有多份协议正在洽谈中。</p><h2 id=\"fy-27-eps-188\">大幅上调盈利预测，FY27 EPS较共识高188%</h2><p style=\"text-align: justify;\">基于强劲的业绩、超预期指引、公司评论以及极其强劲的定价环境，分析师再次大幅上调盈利预测——主要是基于短期内更强的定价能力。2026财年和2027财年的每股收益预测分别上调至38.92美元和90.96美元，后者较市场共识的31.59美元高出188%。</p><p style=\"text-align: justify;\">具体来看，2026财年收入预测为151.45亿美元，较旧预测的117.61亿美元上调28.8%；毛利率预测为59.6%，较旧预测的50.0%提升952个基点；运营利润率预测为47.6%，较旧预测的33.0%提升1456个基点。</p><p style=\"text-align: justify;\">2027财年的预测更为激进：收入257.66亿美元，较旧预测上调43.9%；毛利率高达74.9%，较旧预测提升718个基点；运营利润率达到65.2%，提升1261个基点。调整后自由现金流预计达到137.82亿美元，较旧预测上调87.1%。</p><h2 id=\"ai\">数据中心需求爆发，AI驱动结构性改善</h2><p style=\"text-align: justify;\">分析师强调，公司正战略性地将受限供应分配给更优先考虑供应安全而非价格的终端市场——即数据中心优先于PC/移动设备。数据中心无疑是本季度增长最快的细分市场，环比增长64%，相比之下边缘计算增长21%，消费类增长39%。数据中心目前占总收入的约15%，高于上季度的12%。</p><p style=\"text-align: justify;\">管理层已多次上调数据中心需求展望，从最初的20%多增长，到40%多，现在上调至2026年高达60%多的EB（艾字节）增长。公司预计数据中心将在2026年成为NAND行业最大的终端市场，由AI工作负载驱动。</p><p style=\"text-align: justify;\">分析师指出，基于Jensen Huang在CES上关于新Vera Rubin配置的评论，管理层认为新AI系统架构可能在2027年推动额外75-100 EB的NAND需求，2028年可能接近翻倍，尽管这一上行潜力尚未纳入指引或增长率预估中。</p><h2 id=\"1000\">1000美元目标价，估值仍具吸引力</h2><p style=\"text-align: justify;\">分析师将目标价从580美元上调至1000美元，仍基于11倍（不变）2027财年每股收益。这意味着基于分析师预计的138亿美元2027财年自由现金流，EV/FCF估值倍数为10.3倍，较市场共识高出195%。</p><p style=\"text-align: justify;\">以1月29日收盘价539.30美元计算，目标价对应85%的上涨空间。当前股价对应2026财年市盈率为13.9倍，2027财年市盈率仅为5.9倍，远低于科技股平均估值水平。分析师认为，考虑到公司正处于超级盈利周期，且2027财年毛利率有望达到75%左右的历史高位，这一估值具有显著吸引力。</p><p style=\"text-align: justify;\">值得注意的是，闪迪股价年初至今已累计上涨127.2%，过去12个月累计上涨超过1100%，但分析师认为基于未来两年的盈利增长潜力，当前估值仍有较大上行空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb21385a366b1dfcef10ea7e410a5db\" title=\"\" tg-width=\"999\" tg-height=\"300\"/></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>目标价1000美元！华尔街最看好闪迪的机构，估值测算的PE倍数只有11倍</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; 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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目标价1000美元！华尔街最看好闪迪的机构，估值测算的PE倍数只有11倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764685><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。在强劲财报后，伯恩斯坦分析师Mark C. Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764685\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://wallstreetcn.com/articles/3764685","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608400172","content_text":"伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。在强劲财报后，伯恩斯坦分析师Mark C. Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调幅度达72%。激进的目标价基于该机构对公司2027财年每股收益90.96美元的预测，对应市盈率仅为11倍。更引人注目的是，分析师预计公司2027财年自由现金流将达到138亿美元，对应EV/FCF估值倍数仅为10.3倍，较市场共识预期高出195%。对投资者而言，关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。业绩大幅超预期，毛利率扩张成最大亮点分析师指出，闪迪2026财年第二季度业绩全面超出预期。收入达到30亿美元，同比增长31%，超过市场一致预期的26.73亿美元13.2%。驱动因素包括出货量实现低个位数百分比增长，而平均售价（ASP）环比飙升超过35%，远超市场预期的16%。利润率方面的表现尤为惊艳。Non-GAAP毛利率扩张至52.1%，较市场预期的42%高出812个基点，较上季度的29.9%大幅提升2220个基点。运营利润率达到37.5%，而市场预期仅为24.4%，超出1310个基点。Non-GAAP每股收益为6.20美元，较市场预期的3.49美元高出77.4%。分析师强调，利润率扩张的驱动力不仅来自ASP上涨，还包括显著的成本下降和产品组合优化。二季度单位成本下降约9%，部分归因于工厂启动成本的降低——本季度工厂启动成本降至2400万美元，低于上季度的7200万美元，预计这些成本未来将完全消除。三季度指引成股价催化剂，毛利率将突破65%伯恩斯坦分析师认为，三季度指引才是推动股价大涨的真正催化剂。公司指引三季度收入为44-48亿美元，环比增长53%，这意味着ASP将环比暴增超过55%。更令人震惊的是，Non-GAAP毛利率指引为65-67%，环比将扩张1490个基点。这将推动Non-GAAP每股收益达到12-14美元，远超分析师基础情景下的6.5美元预测，甚至超过其乐观情景下的9.1美元预测。分析师指出，公司目前仍有超过90%的销售基于短期合同，但正在评估向长期协议转变，以实现更高且可持续的定价和固定销量。公司已签署一份包含预付款条款的长期协议，并有多份协议正在洽谈中。大幅上调盈利预测，FY27 EPS较共识高188%基于强劲的业绩、超预期指引、公司评论以及极其强劲的定价环境，分析师再次大幅上调盈利预测——主要是基于短期内更强的定价能力。2026财年和2027财年的每股收益预测分别上调至38.92美元和90.96美元，后者较市场共识的31.59美元高出188%。具体来看，2026财年收入预测为151.45亿美元，较旧预测的117.61亿美元上调28.8%；毛利率预测为59.6%，较旧预测的50.0%提升952个基点；运营利润率预测为47.6%，较旧预测的33.0%提升1456个基点。2027财年的预测更为激进：收入257.66亿美元，较旧预测上调43.9%；毛利率高达74.9%，较旧预测提升718个基点；运营利润率达到65.2%，提升1261个基点。调整后自由现金流预计达到137.82亿美元，较旧预测上调87.1%。数据中心需求爆发，AI驱动结构性改善分析师强调，公司正战略性地将受限供应分配给更优先考虑供应安全而非价格的终端市场——即数据中心优先于PC/移动设备。数据中心无疑是本季度增长最快的细分市场，环比增长64%，相比之下边缘计算增长21%，消费类增长39%。数据中心目前占总收入的约15%，高于上季度的12%。管理层已多次上调数据中心需求展望，从最初的20%多增长，到40%多，现在上调至2026年高达60%多的EB（艾字节）增长。公司预计数据中心将在2026年成为NAND行业最大的终端市场，由AI工作负载驱动。分析师指出，基于Jensen Huang在CES上关于新Vera Rubin配置的评论，管理层认为新AI系统架构可能在2027年推动额外75-100 EB的NAND需求，2028年可能接近翻倍，尽管这一上行潜力尚未纳入指引或增长率预估中。1000美元目标价，估值仍具吸引力分析师将目标价从580美元上调至1000美元，仍基于11倍（不变）2027财年每股收益。这意味着基于分析师预计的138亿美元2027财年自由现金流，EV/FCF估值倍数为10.3倍，较市场共识高出195%。以1月29日收盘价539.30美元计算，目标价对应85%的上涨空间。当前股价对应2026财年市盈率为13.9倍，2027财年市盈率仅为5.9倍，远低于科技股平均估值水平。分析师认为，考虑到公司正处于超级盈利周期，且2027财年毛利率有望达到75%左右的历史高位，这一估值具有显著吸引力。值得注意的是，闪迪股价年初至今已累计上涨127.2%，过去12个月累计上涨超过1100%，但分析师认为基于未来两年的盈利增长潜力，当前估值仍有较大上行空间。","news_type":1,"symbols_score_info":{"SNDK":1.97}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521690073084568,"gmtCreate":1768401798118,"gmtModify":1768401800123,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561629275269948","authorIdStr":"3561629275269948"},"themes":[],"title":"","htmlText":"<a 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</a> 和江波龙合作顺水推舟","text":"$SanDisk Corp(SNDK)$ 和江波龙合作顺水推舟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520193249452248","isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512186116305624,"gmtCreate":1766072404973,"gmtModify":1766072407476,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561629275269948","authorIdStr":"3561629275269948"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 😃","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 😃","text":"$美光科技(MU)$ 😃","images":[{"img":"https://static.tigerbbs.com/23117e0d41e25fec10df228228cc5a33","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512186116305624","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494109606756784,"gmtCreate":1761658521454,"gmtModify":1761660393606,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3561629275269948","authorIdStr":"3561629275269948"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494109606756784","repostId":"1104012775","repostType":2,"repost":{"id":"1104012775","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":1761656780,"share":"https://www.laohu8.com/m/news/1104012775?lang=zh_CN&edition=full","pubTime":"2025-10-28 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[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528453492725504","repostId":"2608400172","repostType":2,"repost":{"id":"2608400172","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":1769935002,"share":"https://www.laohu8.com/m/news/2608400172?lang=zh_CN&edition=full","pubTime":"2026-02-01 16:36","market":"hk","language":"zh","title":"目标价1000美元！华尔街最看好闪迪的机构，估值测算的PE倍数只有11倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2608400172","media":"华尔街见闻","summary":"伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。","content":"<html><head></head><body><blockquote><p>伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。</p></blockquote><p style=\"text-align: justify;\">在强劲财报后，伯恩斯坦分析师Mark C. Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调幅度达72%。激进的目标价基于该机构对公司2027财年每股收益90.96美元的预测，对应市盈率仅为11倍。</p><p style=\"text-align: justify;\">更引人注目的是，分析师预计公司2027财年自由现金流将达到138亿美元，对应EV/FCF估值倍数仅为10.3倍，较市场共识预期高出195%。对投资者而言，<strong>关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。</strong></p><h2 id=\"97bed8e\">业绩大幅超预期，毛利率扩张成最大亮点</h2><p style=\"text-align: justify;\">分析师指出，闪迪2026财年第二季度业绩全面超出预期。收入达到30亿美元，同比增长31%，超过市场一致预期的26.73亿美元13.2%。驱动因素包括出货量实现低个位数百分比增长，而平均售价（ASP）环比飙升超过35%，远超市场预期的16%。</p><p style=\"text-align: justify;\">利润率方面的表现尤为惊艳。Non-GAAP毛利率扩张至52.1%，较市场预期的42%高出812个基点，较上季度的29.9%大幅提升2220个基点。运营利润率达到37.5%，而市场预期仅为24.4%，超出1310个基点。Non-GAAP每股收益为6.20美元，较市场预期的3.49美元高出77.4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3fef37056a7fa6874cc3ec559a79e32a\" title=\"\" tg-width=\"900\" tg-height=\"401\"/></p><p style=\"text-align: justify;\"><strong>分析师强调，利润率扩张的驱动力不仅来自ASP上涨，还包括显著的成本下降和产品组合优化。</strong>二季度单位成本下降约9%，部分归因于工厂启动成本的降低——本季度工厂启动成本降至2400万美元，低于上季度的7200万美元，预计这些成本未来将完全消除。</p><h2 id=\"65\">三季度指引成股价催化剂，毛利率将突破65%</h2><p style=\"text-align: justify;\">伯恩斯坦分析师认为，<strong>三季度指引才是推动股价大涨的真正催化剂。</strong></p><p style=\"text-align: justify;\"><strong>公司指引三季度收入为44-48亿美元，环比增长53%，这意味着ASP将环比暴增超过55%。</strong>更令人震惊的是，N<strong>on-GAAP毛利率指引为65-67%，环比将扩张1490个基点。这将推动Non-GAAP每股收益达到12-14美元，远超分析师基础情景下的6.5美元预测，甚至超过其乐观情景下的9.1美元预测。</strong></p><p style=\"text-align: justify;\">分析师指出，公司目前仍有超过90%的销售基于短期合同，但正在评估向长期协议转变，以实现更高且可持续的定价和固定销量。公司已签署一份包含预付款条款的长期协议，并有多份协议正在洽谈中。</p><h2 id=\"fy-27-eps-188\">大幅上调盈利预测，FY27 EPS较共识高188%</h2><p style=\"text-align: justify;\">基于强劲的业绩、超预期指引、公司评论以及极其强劲的定价环境，分析师再次大幅上调盈利预测——主要是基于短期内更强的定价能力。2026财年和2027财年的每股收益预测分别上调至38.92美元和90.96美元，后者较市场共识的31.59美元高出188%。</p><p style=\"text-align: justify;\">具体来看，2026财年收入预测为151.45亿美元，较旧预测的117.61亿美元上调28.8%；毛利率预测为59.6%，较旧预测的50.0%提升952个基点；运营利润率预测为47.6%，较旧预测的33.0%提升1456个基点。</p><p style=\"text-align: justify;\">2027财年的预测更为激进：收入257.66亿美元，较旧预测上调43.9%；毛利率高达74.9%，较旧预测提升718个基点；运营利润率达到65.2%，提升1261个基点。调整后自由现金流预计达到137.82亿美元，较旧预测上调87.1%。</p><h2 id=\"ai\">数据中心需求爆发，AI驱动结构性改善</h2><p style=\"text-align: justify;\">分析师强调，公司正战略性地将受限供应分配给更优先考虑供应安全而非价格的终端市场——即数据中心优先于PC/移动设备。数据中心无疑是本季度增长最快的细分市场，环比增长64%，相比之下边缘计算增长21%，消费类增长39%。数据中心目前占总收入的约15%，高于上季度的12%。</p><p style=\"text-align: justify;\">管理层已多次上调数据中心需求展望，从最初的20%多增长，到40%多，现在上调至2026年高达60%多的EB（艾字节）增长。公司预计数据中心将在2026年成为NAND行业最大的终端市场，由AI工作负载驱动。</p><p style=\"text-align: justify;\">分析师指出，基于Jensen Huang在CES上关于新Vera Rubin配置的评论，管理层认为新AI系统架构可能在2027年推动额外75-100 EB的NAND需求，2028年可能接近翻倍，尽管这一上行潜力尚未纳入指引或增长率预估中。</p><h2 id=\"1000\">1000美元目标价，估值仍具吸引力</h2><p style=\"text-align: justify;\">分析师将目标价从580美元上调至1000美元，仍基于11倍（不变）2027财年每股收益。这意味着基于分析师预计的138亿美元2027财年自由现金流，EV/FCF估值倍数为10.3倍，较市场共识高出195%。</p><p style=\"text-align: justify;\">以1月29日收盘价539.30美元计算，目标价对应85%的上涨空间。当前股价对应2026财年市盈率为13.9倍，2027财年市盈率仅为5.9倍，远低于科技股平均估值水平。分析师认为，考虑到公司正处于超级盈利周期，且2027财年毛利率有望达到75%左右的历史高位，这一估值具有显著吸引力。</p><p style=\"text-align: justify;\">值得注意的是，闪迪股价年初至今已累计上涨127.2%，过去12个月累计上涨超过1100%，但分析师认为基于未来两年的盈利增长潜力，当前估值仍有较大上行空间。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2cb21385a366b1dfcef10ea7e410a5db\" title=\"\" tg-width=\"999\" tg-height=\"300\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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目标价1000美元！华尔街最看好闪迪的机构，估值测算的PE倍数只有11倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3764685><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。在强劲财报后，伯恩斯坦分析师Mark C. Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764685\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://wallstreetcn.com/articles/3764685","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608400172","content_text":"伯恩斯坦将闪迪目标价暴涨至1000美元，较当前股价仍有85%上涨空间，估值却仅为11倍2027财年PE。关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。在强劲财报后，伯恩斯坦分析师Mark C. Newman将闪迪（SanDisk）目标价从580美元大幅上调至1000美元，上调幅度达72%。激进的目标价基于该机构对公司2027财年每股收益90.96美元的预测，对应市盈率仅为11倍。更引人注目的是，分析师预计公司2027财年自由现金流将达到138亿美元，对应EV/FCF估值倍数仅为10.3倍，较市场共识预期高出195%。对投资者而言，关键看点在于公司毛利率的爆发式扩张——二季度Non-GAAP毛利率已达52.1%，远超市场预期的42%，而三季度指引更是高达65-67%，这意味着公司正进入超级盈利周期。业绩大幅超预期，毛利率扩张成最大亮点分析师指出，闪迪2026财年第二季度业绩全面超出预期。收入达到30亿美元，同比增长31%，超过市场一致预期的26.73亿美元13.2%。驱动因素包括出货量实现低个位数百分比增长，而平均售价（ASP）环比飙升超过35%，远超市场预期的16%。利润率方面的表现尤为惊艳。Non-GAAP毛利率扩张至52.1%，较市场预期的42%高出812个基点，较上季度的29.9%大幅提升2220个基点。运营利润率达到37.5%，而市场预期仅为24.4%，超出1310个基点。Non-GAAP每股收益为6.20美元，较市场预期的3.49美元高出77.4%。分析师强调，利润率扩张的驱动力不仅来自ASP上涨，还包括显著的成本下降和产品组合优化。二季度单位成本下降约9%，部分归因于工厂启动成本的降低——本季度工厂启动成本降至2400万美元，低于上季度的7200万美元，预计这些成本未来将完全消除。三季度指引成股价催化剂，毛利率将突破65%伯恩斯坦分析师认为，三季度指引才是推动股价大涨的真正催化剂。公司指引三季度收入为44-48亿美元，环比增长53%，这意味着ASP将环比暴增超过55%。更令人震惊的是，Non-GAAP毛利率指引为65-67%，环比将扩张1490个基点。这将推动Non-GAAP每股收益达到12-14美元，远超分析师基础情景下的6.5美元预测，甚至超过其乐观情景下的9.1美元预测。分析师指出，公司目前仍有超过90%的销售基于短期合同，但正在评估向长期协议转变，以实现更高且可持续的定价和固定销量。公司已签署一份包含预付款条款的长期协议，并有多份协议正在洽谈中。大幅上调盈利预测，FY27 EPS较共识高188%基于强劲的业绩、超预期指引、公司评论以及极其强劲的定价环境，分析师再次大幅上调盈利预测——主要是基于短期内更强的定价能力。2026财年和2027财年的每股收益预测分别上调至38.92美元和90.96美元，后者较市场共识的31.59美元高出188%。具体来看，2026财年收入预测为151.45亿美元，较旧预测的117.61亿美元上调28.8%；毛利率预测为59.6%，较旧预测的50.0%提升952个基点；运营利润率预测为47.6%，较旧预测的33.0%提升1456个基点。2027财年的预测更为激进：收入257.66亿美元，较旧预测上调43.9%；毛利率高达74.9%，较旧预测提升718个基点；运营利润率达到65.2%，提升1261个基点。调整后自由现金流预计达到137.82亿美元，较旧预测上调87.1%。数据中心需求爆发，AI驱动结构性改善分析师强调，公司正战略性地将受限供应分配给更优先考虑供应安全而非价格的终端市场——即数据中心优先于PC/移动设备。数据中心无疑是本季度增长最快的细分市场，环比增长64%，相比之下边缘计算增长21%，消费类增长39%。数据中心目前占总收入的约15%，高于上季度的12%。管理层已多次上调数据中心需求展望，从最初的20%多增长，到40%多，现在上调至2026年高达60%多的EB（艾字节）增长。公司预计数据中心将在2026年成为NAND行业最大的终端市场，由AI工作负载驱动。分析师指出，基于Jensen Huang在CES上关于新Vera Rubin配置的评论，管理层认为新AI系统架构可能在2027年推动额外75-100 EB的NAND需求，2028年可能接近翻倍，尽管这一上行潜力尚未纳入指引或增长率预估中。1000美元目标价，估值仍具吸引力分析师将目标价从580美元上调至1000美元，仍基于11倍（不变）2027财年每股收益。这意味着基于分析师预计的138亿美元2027财年自由现金流，EV/FCF估值倍数为10.3倍，较市场共识高出195%。以1月29日收盘价539.30美元计算，目标价对应85%的上涨空间。当前股价对应2026财年市盈率为13.9倍，2027财年市盈率仅为5.9倍，远低于科技股平均估值水平。分析师认为，考虑到公司正处于超级盈利周期，且2027财年毛利率有望达到75%左右的历史高位，这一估值具有显著吸引力。值得注意的是，闪迪股价年初至今已累计上涨127.2%，过去12个月累计上涨超过1100%，但分析师认为基于未来两年的盈利增长潜力，当前估值仍有较大上行空间。","news_type":1,"symbols_score_info":{"SNDK":1.97}},"isVote":1,"tweetType":1,"viewCount":41,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":512186116305624,"gmtCreate":1766072404973,"gmtModify":1766072407476,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561629275269948","idStr":"3561629275269948"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 😃","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 😃","text":"$美光科技(MU)$ 😃","images":[{"img":"https://static.tigerbbs.com/23117e0d41e25fec10df228228cc5a33","width":"898","height":"1475"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512186116305624","isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":494109606756784,"gmtCreate":1761658521454,"gmtModify":1761660393606,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561629275269948","idStr":"3561629275269948"},"themes":[],"htmlText":"牛逼","listText":"牛逼","text":"牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494109606756784","repostId":"1104012775","repostType":2,"repost":{"id":"1104012775","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":1761656780,"share":"https://www.laohu8.com/m/news/1104012775?lang=zh_CN&edition=full","pubTime":"2025-10-28 21:06","market":"us","language":"zh","title":"微软盘前涨超4%，与OpenAI签署新协议，后者将额外购买2500亿美元的Azure服务","url":"https://stock-news.laohu8.com/highlight/detail?id=1104012775","media":"老虎资讯综合","summary":"10月28日，$微软(MSFT)$盘前涨超4%，微软表示，OpenAI签约购买额外2500亿美元的Azure服务，而微软将不再拥有成为OpenAI计算提供商的优先选择权。","content":"<html><head></head><body><p>10月28日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘前涨超4%，微软与OpenAI签署新协议。</p><p>OpenAI签约购买额外2500亿美元的Azure服务，而微软将不再拥有成为OpenAI算力提供商的优先选择权。</p><p>OpenAI现可与第三方联合开发产品，与第三方合作的API产品仍为Azure独占，非API产品可部署于任何云平台。微软支持OpenAI董事会成立公益公司，微软持有OpenAI集团公益公司价值约1350亿美元的投资权益。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0086b00329450cdf2e6d688dcdb422d\" title=\"\" tg-width=\"901\" tg-height=\"577\"/></p><p></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>微软盘前涨超4%，与OpenAI签署新协议，后者将额外购买2500亿美元的Azure服务</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; 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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微软盘前涨超4%，与OpenAI签署新协议，后者将额外购买2500亿美元的Azure服务\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\">2025-10-28 21:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月28日，<a href=\"https://laohu8.com/S/MSFT\">微软</a>盘前涨超4%，微软与OpenAI签署新协议。</p><p>OpenAI签约购买额外2500亿美元的Azure服务，而微软将不再拥有成为OpenAI算力提供商的优先选择权。</p><p>OpenAI现可与第三方联合开发产品，与第三方合作的API产品仍为Azure独占，非API产品可部署于任何云平台。微软支持OpenAI董事会成立公益公司，微软持有OpenAI集团公益公司价值约1350亿美元的投资权益。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d0086b00329450cdf2e6d688dcdb422d\" title=\"\" tg-width=\"901\" tg-height=\"577\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104012775","content_text":"10月28日，微软盘前涨超4%，微软与OpenAI签署新协议。OpenAI签约购买额外2500亿美元的Azure服务，而微软将不再拥有成为OpenAI算力提供商的优先选择权。OpenAI现可与第三方联合开发产品，与第三方合作的API产品仍为Azure独占，非API产品可部署于任何云平台。微软支持OpenAI董事会成立公益公司，微软持有OpenAI集团公益公司价值约1350亿美元的投资权益。","news_type":1,"symbols_score_info":{"MSFT":1.5}},"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487770748432688,"gmtCreate":1760111586999,"gmtModify":1760111589038,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561629275269948","idStr":"3561629275269948"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a> 反弹好猛[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;大盘砸洗出来再拉回来","listText":"<a href=\"https://laohu8.com/S/APLD\">$APPLIED DIGITAL CORP(APLD)$&nbsp;</a> 反弹好猛[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;[开心]&nbsp;&nbsp;大盘砸洗出来再拉回来","text":"$APPLIED DIGITAL CORP(APLD)$ 反弹好猛[开心] [开心] [开心] 大盘砸洗出来再拉回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487770748432688","isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484224655475064,"gmtCreate":1759247375492,"gmtModify":1759247377437,"author":{"id":"3561629275269948","authorId":"3561629275269948","name":"101969999z","avatar":"https://static.tigerbbs.com/f647503b823678da04c632316860b714","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561629275269948","idStr":"3561629275269948"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$&nbsp;</a> 巴菲特那天去世，对股价就崩盘就不远了","listText":"<a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$&nbsp;</a> 巴菲特那天去世，对股价就崩盘就不远了","text":"$伯克希尔(BRK.A)$ 巴菲特那天去世，对股价就崩盘就不远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484224655475064","isVote":1,"tweetType":1,"viewCount":1120,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}