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鲸吞2030
03-18
没达到预期，但是已经到了上升通道了
美股夜盘 | Rocket Lab跌近5%，宣布发售至多10亿美元股票；Oklo跌超2%，第四季度业绩不及预期
鲸吞2030
03-12
$标普500ETF(SPY)$
看多
鲸吞2030
03-06
$BKNG 20260306 4540.0 PUT$
鲸吞2030
02-18
$SLV 20260218 68.5 CALL$
鲸吞2030
02-11
$SLV 20260211 77.0 CALL$
鲸吞2030
02-10
$SLV 20260218 50.0 CALL$
鲸吞2030
02-06
$MSTR 20260717 20.0 CALL$
鲸吞2030
02-05
$SNDK 20260206 627.5 PUT$
鲸吞2030
02-04
$MSTR 20260213 102.0 CALL$
鲸吞2030
02-04
$MSTR 20260213 75.0 CALL$
鲸吞2030
02-04
$MSTR 20260213 109.0 CALL$
鲸吞2030
02-03
$SLV 20260204 72.0 CALL$
鲸吞2030
02-03
任何一次回调都是机会
【芯闻前沿】闪迪净利润同比增长近672%，预计股价涨至1000美元
鲸吞2030
01-30
$ORCL 20260130 172.5 CALL$
鲸吞2030
01-30
$MSFT 20260130 442.5 CALL$
鲸吞2030
01-30
$ORCL 20260130 172.5 CALL$
鲸吞2030
01-30
$ORCL 20260130 172.5 CALL$
鲸吞2030
01-30
$ORCL 20260130 172.5 CALL$
鲸吞2030
01-29
$SLV 20260130 97.5 PUT$
鲸吞2030
01-29
$CVNA 20260130 390.0 CALL$
去老虎APP查看更多动态
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"没达到预期，但是已经到了上升通道了","listText":"没达到预期，但是已经到了上升通道了","text":"没达到预期，但是已经到了上升通道了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543912357216904","repostId":"1133378679","repostType":2,"repost":{"id":"1133378679","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":1773792442,"share":"https://www.laohu8.com/m/news/1133378679?lang=zh_CN&edition=full","pubTime":"2026-03-18 08:07","market":"us","language":"zh","title":"美股夜盘 | Rocket Lab跌近5%，宣布发售至多10亿美元股票；Oklo跌超2%，第四季度业绩不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1133378679","media":"老虎资讯综合","summary":"3月18日，美股夜盘时段，$Rocket Lab(RKLB)$跌近5%，公司宣布发售至多10亿美元股票；$Oklo(OKLO)$跌超2%，第四季度业绩不及预期，$美国能源(USEG)$部批准建设核反应堆；$Lululemon(LULU)$跌近2%，第四季度业绩超预期，但业绩指引疲软；$DocuSign(DOCU)$涨超2%，第四季度业绩超市场预期，人工智能平台推动增长。","content":"<html><head></head><body><p>3月18日，美股夜盘时段，<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>跌近5%，公司宣布发售至多10亿美元股票；</p><p><a href=\"https://laohu8.com/S/OKLO\">Oklo</a>跌超2%，第四季度业绩不及预期，<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部批准建设核反应堆；</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>跌近2%，第四季度业绩超预期，但业绩指引疲软；</p><p><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a>涨超2%，第四季度业绩超市场预期，人工智能平台推动增长。</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>美股夜盘 | Rocket Lab跌近5%，宣布发售至多10亿美元股票；Oklo跌超2%，第四季度业绩不及预期</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美股夜盘 | Rocket Lab跌近5%，宣布发售至多10亿美元股票；Oklo跌超2%，第四季度业绩不及预期\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\">2026-03-18 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月18日，美股夜盘时段，<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a>跌近5%，公司宣布发售至多10亿美元股票；</p><p><a href=\"https://laohu8.com/S/OKLO\">Oklo</a>跌超2%，第四季度业绩不及预期，<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部批准建设核反应堆；</p><p><a href=\"https://laohu8.com/S/LULU\">Lululemon</a>跌近2%，第四季度业绩超预期，但业绩指引疲软；</p><p><a href=\"https://laohu8.com/S/DOCU\">DocuSign</a>涨超2%，第四季度业绩超市场预期，人工智能平台推动增长。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"BK4564":"太空概念","LU0823411888.USD":"法巴消费创新基金 Cap","BK4187":"航天航空与国防","BK4588":"碎股","BK4504":"桥水持仓","BK4202":"服装、服饰与奢侈品","BK4539":"次新股","LULU":"lululemon athletica","OKLO":"Oklo Inc.","RKLB":"Rocket Lab USA, Inc.","BK4585":"ETF&股票定投概念","BK4606":"AI电力股","BK4081":"电力公用事业","BK4213":"石油与天然气的勘探与生产","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133378679","content_text":"3月18日，美股夜盘时段，Rocket Lab跌近5%，公司宣布发售至多10亿美元股票；Oklo跌超2%，第四季度业绩不及预期，美国能源部批准建设核反应堆；Lululemon跌近2%，第四季度业绩超预期，但业绩指引疲软；DocuSign涨超2%，第四季度业绩超市场预期，人工智能平台推动增长。","news_type":1,"symbols_score_info":{"LULU":2,"OKLO":2,"RKLB":2}},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541911617094192,"gmtCreate":1773328135934,"gmtModify":1773328137870,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 看多","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$ </a><v-v data-views=\"1\"></v-v> 看多","text":"$标普500ETF(SPY)$ 看多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541911617094192","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539812299829520,"gmtCreate":1772808246764,"gmtModify":1772808259303,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/BKNG 20260306 4540.0 PUT\">$BKNG 20260306 4540.0 PUT$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/BKNG 20260306 4540.0 PUT\">$BKNG 20260306 4540.0 PUT$ </a> ","text":"$BKNG 20260306 4540.0 PUT$","images":[{"img":"https://static.tigerbbs.com/94ad92ba3b9701f84f505a24db49679b","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/539812299829520","isVote":1,"tweetType":1,"viewCount":679,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":534135943517712,"gmtCreate":1771425235797,"gmtModify":1771425238079,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/SLV 20260218 68.5 CALL\">$SLV 20260218 68.5 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/SLV 20260218 68.5 CALL\">$SLV 20260218 68.5 CALL$ </a> ","text":"$SLV 20260218 68.5 CALL$","images":[{"img":"https://static.tigerbbs.com/276513e966b477be2fb08abd70004f56","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/534135943517712","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560818482432945","authorId":"3560818482432945","name":"Yangsirisme","avatar":"https://static.tigerbbs.com/2166d9cedc25a9fab231e41517a39d77","crmLevel":5,"crmLevelSwitch":0,"idStr":"3560818482432945","authorIdStr":"3560818482432945"},"content":"有点吊，是怎么能拿的住的，今晚又大涨了","text":"有点吊，是怎么能拿的住的，今晚又大涨了","html":"有点吊，是怎么能拿的住的，今晚又大涨了"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":531667888120904,"gmtCreate":1770822618259,"gmtModify":1770822630209,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4118205146243860","authorIdStr":"4118205146243860"},"themes":[],"title":"","htmlText":"<a 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09:52","market":"us","language":"zh","title":"【芯闻前沿】闪迪净利润同比增长近672%，预计股价涨至1000美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2608810383","media":"物理微电子前沿...","summary":"本季度营收达到30.3亿美元，同比增长约61%，而净利润更表现惊艳，达到8.03亿美元，同比增长近672%。本季度净利润达8.03亿美元，实现了近七倍的同比增长，而每股收益方面，GAAP稀释后每股收益为5.15美元，非GAAP调整后每股收益则为6.20美元，同比增长超过400%，远高于市场普遍预期水平。从细分业务表现来看，闪迪的数据中心业务增长尤为迅猛。业绩发布后，市场对闪迪未来表现的预期进一步抬升。","content":"<html><body><article><p>当地时间1月29日，美东盘后存储芯片厂商<strong><a href=\"https://laohu8.com/S/SNDK\">闪迪</a>（SanDisk，SNDK.US）</strong><strong>发布了其2026财年第二季度财务业绩，成绩远超市场预期，显示出公司在AI驱动的存储市场中占据了显著优势。本季度营收达到</strong>30.3亿美元，同比增长约<strong>61%</strong>，而<span>净利润</span>更表现惊艳，达到<strong>8.03亿美元</strong>，同比增长近<strong>672%</strong>。这一业绩发布后，公司股价短线强劲上涨，显示出资本市场对其未来增长潜力的强烈信心。</p><p>从财报数据看，闪迪第二季度30.3亿美元的营收不仅同比大幅增长，还在宏观存储需求持续飙升的背景下成功超出多家分析师的预期。公司毛利率也显著改善，GAAP毛利率达到<strong>50.9%</strong>，较去年同期大幅提升了近19个百分点，反映出产品组合优化和价格上行趋势对整体盈利能力的积极影响。</p><p>净利润的爆发式增长是这份财报最引人注目的亮点之一。本季度净利润达<strong>8.03亿美元</strong>，实现了近七倍的同比增长，而<span>每股收益</span>方面，GAAP稀释后每股收益为<strong>5.15美元</strong>，非GAAP调整后每股收益则为<strong>6.20美元</strong>，同比增长超过400%，远高于市场普遍预期水平。</p><p>从细分业务表现来看，闪迪的<strong>数据中心业务增长尤为迅猛</strong>。本季度数据中心业务收入约为<strong>4.4亿美元</strong>，同比增长约<strong>76%</strong>，环比也实现了64%的强劲增长，这得益于AI基础设施建设者、技术巨头和大型企业对高性能存储解决方案的持续采购需求。与此同时，公司在边缘计算和消费业务领域也展现稳定增长，分别实现了同比增长约63%和52%。这些数据表明，无论是在企业级存储还是消费者市场，闪迪的产品组合正在全面受益于存储需求的多元化扩张。</p><p>业绩发布后，市场对闪迪未来表现的预期进一步抬升。据港股和美股财经媒体报道，当财报公布后，闪迪股价在盘后交易中一度上涨超过13%，在盘前甚至出现20%以上的涨幅，凸显出投资者对该公司增长前景的强劲反应。分析人士认为，这种股价异动反映了存储行业供需结构改善以及AI应用持续拉动下存储芯片需求旺盛的共识。</p><p>在展望未来时，闪迪对下一季度的业务同样给出了乐观指引。公司预计2026财年第三季度营收将在<strong>44亿美元至48亿美元</strong>之间，较当前季度大幅增长，这意味着同比和环比增速都有望维持在较高水平。非GAAP调整后每股收益预计将在<strong>12至14美元</strong>区间，显示管理层对未来盈利能力的强劲信心。此外，公司对Non-GAAP毛利率也预计将进一步提高至65%至67%，反映出持续优化的产品组合和规模效应。</p><p>业绩电话会议中，闪迪首席执行官大卫·格克勒（David Goeckeler）指出，本季度的亮眼表现凸显了公司在产品组合优化、企业级固态硬盘部署加速以及市场需求动态应对方面的敏捷性。他强调，随着全球AI应用的深化和存储需求结构的持续变化，闪迪的产品在支撑新一代技术基础设施中的关键作用正日益显现。当前的供需匹配策略已帮助公司把握住这一增长机遇，并推动了公司业绩的持续改善。</p><p>TrendForce等市场调研机构的最新分析表明，AI与数据中心建设的快速推进正导致DRAM和NAND闪存等存储产品供不应求的状态持续加剧，这不仅推高了存储产品的价格，也提升了厂商的议价能力和利润空间。作为全球存储产业链中的重要一环，闪迪在这一趋势中正享受到显著的市场增长红利。</p><p>此外，分析师对闪迪的未来走势也普遍持积极态度。例如国际投行伯恩斯坦近期将闪迪股票的目标价大幅上调，反映出对其财务表现和市场定位的认可。据报道，该机构将目标价从580美元调升至1000美元，同时继续维持对该股的“跑赢大市”评级，这一调整进一步彰显了资本市场对闪迪增长潜力的看好。</p><p>源自：整理自网络，仅用于交流学习，侵删</p><p><strong>推荐阅读</strong></p><p><strong>卡脖子技术之1————国内外光刻机水平差距介绍</strong></p><p><strong>大幅提升速率的5G的关键性技术原理竟然这么简单！看完你就懂了</strong></p><p><strong>5G网络为什么这么快？看完你就懂了</strong></p><p><strong>中国芯片行业急缺 30 万人才，为什么大学毕业生八成以上却在转行？</strong></p><p><strong>全球首发！中国电科38所毫米波芯片刷新记录！</strong></p><p><strong>突发！中国购EUV光刻机，美国使坏！</strong></p><p>关注<strong>物理微电子前沿科普</strong></p><p>获取更多<strong>有价值的前沿芯闻和科普</strong></p><p><strong>喜欢的朋友，欢迎转发！</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2026-02-03 09:52 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203100255a4755b1c&s=b><strong>物理微电子前沿...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当地时间1月29日，美东盘后存储芯片厂商闪迪（SanDisk，SNDK.US）发布了其2026财年第二季度财务业绩，成绩远超市场预期，显示出公司在AI驱动的存储市场中占据了显著优势。本季度营收达到30.3亿美元，同比增长约61%，而净利润更表现惊艳，达到8.03亿美元，同比增长近672%。这一业绩发布后，公司股价短线强劲上涨，显示出资本市场对其未来增长潜力的强烈信心。从财报数据看，闪迪第二季度...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203100255a4755b1c&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","SNDK":"闪迪"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260203100255a4755b1c&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2608810383","content_text":"当地时间1月29日，美东盘后存储芯片厂商闪迪（SanDisk，SNDK.US）发布了其2026财年第二季度财务业绩，成绩远超市场预期，显示出公司在AI驱动的存储市场中占据了显著优势。本季度营收达到30.3亿美元，同比增长约61%，而净利润更表现惊艳，达到8.03亿美元，同比增长近672%。这一业绩发布后，公司股价短线强劲上涨，显示出资本市场对其未来增长潜力的强烈信心。从财报数据看，闪迪第二季度30.3亿美元的营收不仅同比大幅增长，还在宏观存储需求持续飙升的背景下成功超出多家分析师的预期。公司毛利率也显著改善，GAAP毛利率达到50.9%，较去年同期大幅提升了近19个百分点，反映出产品组合优化和价格上行趋势对整体盈利能力的积极影响。净利润的爆发式增长是这份财报最引人注目的亮点之一。本季度净利润达8.03亿美元，实现了近七倍的同比增长，而每股收益方面，GAAP稀释后每股收益为5.15美元，非GAAP调整后每股收益则为6.20美元，同比增长超过400%，远高于市场普遍预期水平。从细分业务表现来看，闪迪的数据中心业务增长尤为迅猛。本季度数据中心业务收入约为4.4亿美元，同比增长约76%，环比也实现了64%的强劲增长，这得益于AI基础设施建设者、技术巨头和大型企业对高性能存储解决方案的持续采购需求。与此同时，公司在边缘计算和消费业务领域也展现稳定增长，分别实现了同比增长约63%和52%。这些数据表明，无论是在企业级存储还是消费者市场，闪迪的产品组合正在全面受益于存储需求的多元化扩张。业绩发布后，市场对闪迪未来表现的预期进一步抬升。据港股和美股财经媒体报道，当财报公布后，闪迪股价在盘后交易中一度上涨超过13%，在盘前甚至出现20%以上的涨幅，凸显出投资者对该公司增长前景的强劲反应。分析人士认为，这种股价异动反映了存储行业供需结构改善以及AI应用持续拉动下存储芯片需求旺盛的共识。在展望未来时，闪迪对下一季度的业务同样给出了乐观指引。公司预计2026财年第三季度营收将在44亿美元至48亿美元之间，较当前季度大幅增长，这意味着同比和环比增速都有望维持在较高水平。非GAAP调整后每股收益预计将在12至14美元区间，显示管理层对未来盈利能力的强劲信心。此外，公司对Non-GAAP毛利率也预计将进一步提高至65%至67%，反映出持续优化的产品组合和规模效应。业绩电话会议中，闪迪首席执行官大卫·格克勒（David 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