伏牛山南小牧童的个人主页 - 老虎社区

伏牛山南小牧童

伏牛山南小牧童

永远满仓，永远热泪盈眶

IP属地：云南

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0勋章

伏牛山南小牧童

05-07

鬼故事来了[流泪] [流泪] [流泪] [流泪]

闪迪狂飙背后：是AI重塑了存储基因，还是又一场史诗级周期幻觉？

伏牛山南小牧童

05-07

[开心]

Micron Technology CEO Sells $21.5 Million in Stock<blockquote>美光科技CEO出售2150万美元股票</blockquote>

伏牛山南小牧童

05-01

[难过] [难过] [难过] [难过] 为什么跌了起来

抱歉，原内容已删除

伏牛山南小牧童

04-15

[呆住]

伏牛山南小牧童

03-18

[开心]

伏牛山南小牧童

02-05

伏牛山南小牧童

02-04

$闪迪(SNDK)$ $澜起科技(06809)$ $黄金ETF-SPDR(GLD)$

伏牛山南小牧童

02-02

$Destiny Tech100 Inc(DXYZ)$ 这个**上市前要减持[开心] [微笑] [微笑] [微笑]

伏牛山南小牧童

01-24

[开心]

SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年

伏牛山南小牧童

2025-10-24

看了下，亏成狗🐶

伏牛山南小牧童

2025-10-21

$广和通(00638)$ 垃圾垃圾

伏牛山南小牧童

2025-10-07

$特斯拉(TSLA)$ [开心] [开心] [开心]

伏牛山南小牧童

2025-10-02

[龇牙] [龇牙] [龇牙] [龇牙]

伏牛山南小牧童

2025-08-25

$耀才证券金融(01428)$ 这个垃圾啥时候止跌反弹

伏牛山南小牧童

2025-08-19

$天岳先进(02631)$ $天岳先进(02631)$$比亚迪电子(00285)$

伏牛山南小牧童

2025-08-15

$银诺医药－Ｂ(02591)$ 还没卖的怎么办[流泪]

伏牛山南小牧童

2025-07-23

$恒生科技ETF(03032)$

伏牛山南小牧童

2025-07-04

$美国长期国债 6.875% 2025/08/15(US912810EV62.BOND)$ 怎么买不进去

伏牛山南小牧童

2025-07-03

大佬，求带，有没有稳健一点的大佬

去老虎APP查看更多动态

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[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","listText":"鬼故事来了[流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp; [流泪]&nbsp;&nbsp;","text":"鬼故事来了[流泪] [流泪] [流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561607274255984","repostId":"2633197732","repostType":2,"repost":{"id":"2633197732","kind":"news","pubTimestamp":1778140107,"share":"https://www.laohu8.com/m/news/2633197732?lang=zh_CN&edition=full","pubTime":"2026-05-07 15:48","market":"hk","language":"zh","title":"闪迪狂飙背后：是AI重塑了存储基因，还是又一场史诗级周期幻觉？","url":"https://stock-news.laohu8.com/highlight/detail?id=2633197732","media":"智通财经","summary":"闪迪于2025年2月从西部数据分拆，此举消除了过去HDD业务掩盖闪存潜力的“综合性企业折价”，使两者在AI超级周期中成为纯粹的标的。最新财报显示，闪迪2026财年第三季度营收达59.5亿美元，同比+252.1%，非GAAP每股收益23.41美元，大幅超预期。市场目前将 420 亿美元的 RPO 视为固定收入，可能存在误判。相较于美光，闪迪目前的估值溢价缺乏基本面支撑。分析师路易·杰拉德认为，闪迪股价一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。","content":"<html><head></head><body><p>智通财经APP获悉，基于“NAND已通过420亿美元超大规模云厂商长期合同实现‘去周期化’”的逻辑，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>年初至今回报率超356%。分析师路易·杰拉德表示，此番涨势究竟是商业模式的永久性跃升，还是闪存行业史上最极端的周期性顶峰仍有待商榷。</p><p>闪迪于2025年2月从<a href=\"https://laohu8.com/S/WDC\">西部数据</a>分拆，此举消除了过去HDD业务掩盖闪存潜力的“综合性企业折价”，使两者在AI超级周期中成为纯粹的标的。</p><p>最新财报显示，闪迪2026财年第三季度营收达59.5亿美元，同比+252.1%，非GAAP每股收益23.41美元，大幅超预期。然而，这主要源于定价权与产品组合优化，比特出货量实则同比持平、环比下降。公司主动剥离低价值消费级市场，转向高端数据中心。</p><p>最惊人的指标是非GAAP毛利率达78.4%，远超行业30%-40%的平均水平，也是半导体史上最陡峭的爬升。但这完全依赖于数据中心业务同比激增645%的拉动。</p><p><strong>“新商业模式”的局限性</strong></p><p>闪迪推行的“新商业模式”（NBM）旨在通过财务抵押的长期协议消除周期性。然而，这些协议存在核心缺陷：长期部分采用浮动定价。这意味着，虽然 110 亿美元 的财务担保能防止客户毁约，但无法抵御价格下跌。</p><p>随着<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>和 SK 海力士的新产能（如 321 层技术）在 2026-2027 年释放，浮动定价将随现货市场重置。市场目前将 420 亿美元的 RPO 视为固定收入，可能存在误判。</p><p><strong>估值显著偏高</strong></p><p>闪迪非GAAP市盈率达40.36，远高于<a href=\"https://laohu8.com/S/MU\">美光</a>的26.30。现金流折现(DCF)模型显示，计入2027年后价格正常化，隐含目标价仅为372.42美元，较现价有约70%的下行空间。概率加权情景分析也预示潜在负回报。相较于美光，闪迪目前的估值溢价缺乏基本面支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96dbc88d389019dd53991bfcb7897316\" tg-width=\"499\" tg-height=\"275\"/></p><p><strong>风险与结论</strong></p><p>闪迪的风险点在于供需错配可能持续，因厂商转向“利润优先”策略，且产能向HBM倾斜限制了NAND供给；11亿美元的财务抵押也增强了合同约束力。</p><p>分析师路易·杰拉德认为，闪迪股价一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。鉴于78%的毛利率在商品化业务中难以维系，且本轮周期创下毛利扩张纪录，未来的回撤幅度可能同样剧烈。其给予该公司“卖出”评级。</p></body></html>","source":"stock_zhitongcaijing","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>闪迪狂飙背后：是AI重塑了存储基因，还是又一场史诗级周期幻觉？</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闪迪狂飙背后：是AI重塑了存储基因，还是又一场史诗级周期幻觉？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-07 15:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1438981.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，基于“NAND已通过420亿美元超大规模云厂商长期合同实现‘去周期化’”的逻辑，闪迪年初至今回报率超356%。分析师路易·杰拉德表示，此番涨势究竟是商业模式的永久性跃升，还是闪存行业史上最极端的周期性顶峰仍有待商榷。闪迪于2025年2月从西部数据分拆，此举消除了过去HDD业务掩盖闪存潜力的“综合性企业折价”，使两者在AI超级周期中成为纯粹的标的。最新财报显示，闪迪2026财年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1438981.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/9fe54f0b8e5442b9f27695256c5f51cb","relate_stocks":{"SNXX":"Tradr 2X Long SNDK Daily ETF","SNDK":"闪迪","BK4170":"电脑硬件、储存设备及电脑周边","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1438981.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633197732","content_text":"智通财经APP获悉，基于“NAND已通过420亿美元超大规模云厂商长期合同实现‘去周期化’”的逻辑，闪迪年初至今回报率超356%。分析师路易·杰拉德表示，此番涨势究竟是商业模式的永久性跃升，还是闪存行业史上最极端的周期性顶峰仍有待商榷。闪迪于2025年2月从西部数据分拆，此举消除了过去HDD业务掩盖闪存潜力的“综合性企业折价”，使两者在AI超级周期中成为纯粹的标的。最新财报显示，闪迪2026财年第三季度营收达59.5亿美元，同比+252.1%，非GAAP每股收益23.41美元，大幅超预期。然而，这主要源于定价权与产品组合优化，比特出货量实则同比持平、环比下降。公司主动剥离低价值消费级市场，转向高端数据中心。最惊人的指标是非GAAP毛利率达78.4%，远超行业30%-40%的平均水平，也是半导体史上最陡峭的爬升。但这完全依赖于数据中心业务同比激增645%的拉动。“新商业模式”的局限性闪迪推行的“新商业模式”（NBM）旨在通过财务抵押的长期协议消除周期性。然而，这些协议存在核心缺陷：长期部分采用浮动定价。这意味着，虽然 110 亿美元 的财务担保能防止客户毁约，但无法抵御价格下跌。随着三星和 SK 海力士的新产能（如 321 层技术）在 2026-2027 年释放，浮动定价将随现货市场重置。市场目前将 420 亿美元的 RPO 视为固定收入，可能存在误判。估值显著偏高闪迪非GAAP市盈率达40.36，远高于美光的26.30。现金流折现(DCF)模型显示，计入2027年后价格正常化，隐含目标价仅为372.42美元，较现价有约70%的下行空间。概率加权情景分析也预示潜在负回报。相较于美光，闪迪目前的估值溢价缺乏基本面支撑。风险与结论闪迪的风险点在于供需错配可能持续，因厂商转向“利润优先”策略，且产能向HBM倾斜限制了NAND供给；11亿美元的财务抵押也增强了合同约束力。分析师路易·杰拉德认为，闪迪股价一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。鉴于78%的毛利率在商品化业务中难以维系，且本轮周期创下毛利扩张纪录，未来的回撤幅度可能同样剧烈。其给予该公司“卖出”评级。","news_type":1,"symbols_score_info":{"SNDK":1.97,"SNXX":0.6}},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561606188558008,"gmtCreate":1778142647569,"gmtModify":1778142649682,"author":{"id":"4210045775658570","authorId":"4210045775658570","name":"伏牛山南小牧童","avatar":"https://static.tigerbbs.com/541fb7c4385a7448c86fe50c61955d71","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210045775658570","idStr":"4210045775658570"},"themes":[],"title":"","htmlText":"[开心]&nbsp;&nbsp;","listText":"[开心]&nbsp;&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561606188558008","repostId":"2633306811","repostType":2,"repost":{"id":"2633306811","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1778083846,"share":"https://www.laohu8.com/m/news/2633306811?lang=zh_CN&edition=full","pubTime":"2026-05-07 00:10","market":"us","language":"en","title":"Micron Technology CEO Sells $21.5 Million in Stock<blockquote>美光科技CEO出售2150万美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2633306811","media":"MT Newswires Live","summary":"Micron Technology  CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.Price: 659.58, Change: +19.13, Percent Change: +2.99","content":"<p><html><body> Micron Technology (MU) CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.</p><p><blockquote><html><body>根据周二提交的监管文件，美光科技(MU)首席执行官Sanjay Mehrotra在5月1日根据规则10b5-1交易计划执行的交易中出售了该公司约40,000股股票，总价为2150万美元。</body></html></blockquote></p><p>The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.</p><p><blockquote>文件显示，该股在多笔交易中以每股511.91美元至545.39美元的价格出售。</blockquote></p><p>Price: 659.58, Change: +19.13, Percent Change: +2.99</p><p><blockquote>价格：659.58，变动：+19.13，变动百分比：+2.99</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicron Technology CEO Sells $21.5 Million in Stock<blockquote>美光科技CEO出售2150万美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-05-07 00:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Micron Technology (MU) CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.</p><p><blockquote><html><body>根据周二提交的监管文件，美光科技(MU)首席执行官Sanjay Mehrotra在5月1日根据规则10b5-1交易计划执行的交易中出售了该公司约40,000股股票，总价为2150万美元。</body></html></blockquote></p><p>The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.</p><p><blockquote>文件显示，该股在多笔交易中以每股511.91美元至545.39美元的价格出售。</blockquote></p><p>Price: 659.58, Change: +19.13, Percent Change: +2.99</p><p><blockquote>价格：659.58，变动：+19.13，变动百分比：+2.99</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4141":"半导体产品","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MUD":"1倍做空MU ETF-Direxion","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4575":"芯片概念","MULL":"2倍做多MU ETF-GraniteShares","BK4566":"资本集团","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4579":"人工智能","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4605":"半导体精选","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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18:05","market":"us","language":"zh","title":"SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=1174762244","media":"智通财经","summary":"未来可能会出现巨大的盈利超预期。","content":"<html><head></head><body><p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。</p><p style=\"text-align: justify;\">这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 和 <a href=\"https://laohu8.com/S/MU\">美光科技</a>等股票已处于有望获得显著增长的有利位置。</p><p style=\"text-align: justify;\">Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”</p><p style=\"text-align: justify;\">这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。</p><p style=\"text-align: justify;\">“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。</p><p style=\"text-align: justify;\">据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 5%。</p><p style=\"text-align: justify;\">他警告称：“在高端市场，价格会更高;而在低端市场，你会看到存储配置的‘降级’。”</p><p style=\"text-align: justify;\">供应限制非常严重，Muse 提到最近在一次会议上，美光讨论了其“无法提供某些大客户所请求的 30% 到 50% 的需求”。建立一个新的绿色字段晶圆厂需要两年以上的时间，这意味着三星和 SK 海力士增加产能的努力最早也要到 2027 年初才能缓解短缺。</p><p style=\"text-align: justify;\">考虑到高带宽内存(HBM)和智能体驱动的 AI 服务器带来的额外需求，Muse 认为短缺问题直到 2028 年才能得到完全解决。</p><p style=\"text-align: justify;\">“这绝对是一个与我见过的任何其他周期都不同的周期，”他总结道，“我确实认为这次的峰值市盈率会更高，且我认为盈利峰值不会出现在 26 年，而是在 27 年，这意味着仍有上涨空间。”</p></body></html>","source":"highlight_zhitongcaijin","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>SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年</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\">\nSanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 18:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1396685.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1396685.html\">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/47e2fa8cc8f3c9e982402d0bcd45b421","relate_stocks":{"SNDK":"闪迪"},"source_url":"https://www.zhitongcaijing.com/content/detail/1396685.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1174762244","content_text":"根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 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Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1778083846,"share":"https://www.laohu8.com/m/news/2633306811?lang=zh_CN&edition=full","pubTime":"2026-05-07 00:10","market":"us","language":"en","title":"Micron Technology CEO Sells $21.5 Million in Stock<blockquote>美光科技CEO出售2150万美元股票</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2633306811","media":"MT Newswires Live","summary":"Micron Technology  CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.Price: 659.58, Change: +19.13, Percent Change: +2.99","content":"<p><html><body> Micron Technology (MU) CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.</p><p><blockquote><html><body>根据周二提交的监管文件，美光科技(MU)首席执行官Sanjay Mehrotra在5月1日根据规则10b5-1交易计划执行的交易中出售了该公司约40,000股股票，总价为2150万美元。</body></html></blockquote></p><p>The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.</p><p><blockquote>文件显示，该股在多笔交易中以每股511.91美元至545.39美元的价格出售。</blockquote></p><p>Price: 659.58, Change: +19.13, Percent Change: +2.99</p><p><blockquote>价格：659.58，变动：+19.13，变动百分比：+2.99</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"mtnewswires_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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: 12.5px; color: #7E829C; margin: 0;}\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\">\nMicron Technology CEO Sells $21.5 Million in Stock<blockquote>美光科技CEO出售2150万美元股票</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time smaller\">2026-05-07 00:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><body> Micron Technology (MU) CEO Sanjay Mehrotra sold about 40,000 shares in the company for a combined $21.5 million in transactions executed on May 1 under a Rule 10b5-1 trading plan, according to a Tuesday regulatory filing.</p><p><blockquote><html><body>根据周二提交的监管文件，美光科技(MU)首席执行官Sanjay Mehrotra在5月1日根据规则10b5-1交易计划执行的交易中出售了该公司约40,000股股票，总价为2150万美元。</body></html></blockquote></p><p>The stock was sold across multiple transactions at prices ranging from $511.91 to $545.39 a share, the filing showed.</p><p><blockquote>文件显示，该股在多笔交易中以每股511.91美元至545.39美元的价格出售。</blockquote></p><p>Price: 659.58, Change: +19.13, Percent Change: +2.99</p><p><blockquote>价格：659.58，变动：+19.13，变动百分比：+2.99</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4141":"半导体产品","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","MUD":"1倍做空MU ETF-Direxion","LU0056508442.USD":"贝莱德世界科技基金A2","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4575":"芯片概念","MULL":"2倍做多MU ETF-GraniteShares","BK4566":"资本集团","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4579":"人工智能","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4605":"半导体精选","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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