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鲸吞2030
02-04 03:44
$MSTR 20260213 102.0 CALL$
鲸吞2030
02-04 03:43
$MSTR 20260213 75.0 CALL$
鲸吞2030
02-04 03:43
$MSTR 20260213 109.0 CALL$
鲸吞2030
02-03 23:50
$SLV 20260204 72.0 CALL$
鲸吞2030
02-03 20:47
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
$ORCL 20260130 172.5 CALL$
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01-30
$MSFT 20260130 442.5 CALL$
鲸吞2030
01-30
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鲸吞2030
01-30
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01-30
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01-29
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01-29
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01-29
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01-29
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01-29
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01-28
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01-27
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01-27
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01-26
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CALL$","images":[{"img":"https://static.tigerbbs.com/39e27b37203492b27294886fe04c52fd","width":"978","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528804517220480","isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":528759261627136,"gmtCreate":1770122861959,"gmtModify":1770122864194,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4118205146243860","idStr":"4118205146243860"},"themes":[],"title":"","htmlText":"任何一次回调都是机会","listText":"任何一次回调都是机会","text":"任何一次回调都是机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528759261627136","repostId":"2608810383","repostType":2,"repost":{"id":"2608810383","kind":"news","pubTimestamp":1770083571,"share":"https://www.laohu8.com/m/news/2608810383?lang=zh_CN&edition=full","pubTime":"2026-02-03 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 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>【芯闻前沿】闪迪净利润同比增长近672%,预计股价涨至1000美元</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【芯闻前沿】闪迪净利润同比增长近672%,预计股价涨至1000美元\n</h2>\n\n<h4 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":{"SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边"},"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 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。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。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。源自:整理自网络,仅用于交流学习,侵删推荐阅读卡脖子技术之1————国内外光刻机水平差距介绍大幅提升速率的5G的关键性技术原理竟然这么简单!看完你就懂了5G网络为什么这么快?看完你就懂了中国芯片行业急缺 30 万人才,为什么大学毕业生八成以上却在转行?全球首发!中国电科38所毫米波芯片刷新记录!突发!中国购EUV光刻机,美国使坏!关注物理微电子前沿科普获取更多有价值的前沿芯闻和科普喜欢的朋友,欢迎转发!","news_type":1,"symbols_score_info":{"SNDK":1.98}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527206493086152,"gmtCreate":1769720658178,"gmtModify":1769720669690,"author":{"id":"4118205146243860","authorId":"4118205146243860","name":"鲸吞2030","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4118205146243860","idStr":"4118205146243860"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/ORCL 20260130 172.5 CALL\">$ORCL 20260130 172.5 CALL$ </a> ","listText":"<a href=\"https://laohu8.com/OPT/ORCL 20260130 172.5 CALL\">$ORCL 20260130 172.5 CALL$ </a> ","text":"$ORCL 20260130 172.5 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