财报前瞻 | 7月暴跌47%后迎财报大考! 闪迪能否用AI需求证明“错杀”？_老虎社区_美港股上老虎

财报前瞻 | 7月暴跌47%后迎财报大考! 闪迪能否用AI需求证明“错杀”？

智通财经08-03

存储芯片巨头闪迪将于美东时间周三(8月5日)盘后发布2026财年第四季度及全年业绩。市场正密切关注，此前由人工智能基础设施强劲需求所驱动的NAND闪存销售、利润率及盈利增长势头能否延续。本次财报出炉恰逢闪迪股价经历剧烈波动。尽管公司受益于数据中心存储需求攀升及NAND供给受限，但7月间，随着投资者集中减持部分今年表现最为强劲的记忆体芯片股，闪迪股价遭遇重挫。业绩指引指向又一季高速增长上季度业绩...

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