美股詳情

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閃迪

1,527.50

-3.0400-0.20%

成交量：382.67萬

成交額：58.76億

市值：2,230.15億

市盈率：20.71

高：1,560.58

開：1,546.62

低：1,519.54

收：1,530.90

52周最高：2,354.39

52周最低：89.56

股本：1.46億

流通股本：1.44億

量比：0.62

換手率：2.65%

股息：- -

股息率：- -

每股收益(TTM):73.76

每股收益(LYR):-11.3172

淨資產收益率：91.64%

總資產收益率：43.91%

市淨率：14.17

市盈率(LYR):-134.97

資料載入中...

總覽公司新聞資訊公告

AI推理將NAND推向「長協時代」! 閃迪(SNDK.US)營收大增372% HBF蓄勢接棒下一個存儲超級風口

閃迪：已與8家客户簽署NBM長期協議

閃迪CEO：已簽署8份NBM長期協議數據中心需求極度旺盛

高盛點評閃迪、西部數據財報：業績強勁，但市場預期太高

华尔街见闻

Bitget UEX 日報｜道指續創歷史新高黃金逼近4300；閃迪西部數據指引不及預期重挫；SpaceX迎首次大解禁 (2026年08月06日)

港股異動 | 存儲概念跌幅居前美股存儲巨頭營收指引不及預期低迷情緒傳導至亞太市場

TradingKey 每日市場簡報：ADP不及預期引滯脹擔憂，閃迪、西部數據盤後重挫，黃金收復4200美元關口

TradingKey中文

昨夜今晨 | 美國據報擬對多晶硅產品徵15%關税；道指升263點破頂，SpaceX瀉13%、AMD挫7%；存儲兩巨頭SanDisk、西部數據績後重挫

美股盤後速遞：存儲芯片股大幅下挫，西部數據暴跌近12%，閃迪跌近8%；納指道指期貨下跌；七姐妹多數上漲；美油小幅下跌，金銀價格上揚

AI存儲需求擠爆產能！閃迪交「炸裂」財報仍難逃殺跌

美股夜盤｜存儲兩巨頭閃迪、西部數據績後股價重挫，績優股SoundHound AI夜盤爆升23%，AppLovin暴跌15%，SpaceX反彈逾1%

老虎资讯综合

美股存儲雙雄盤後跳水，閃迪跌近8%，西部數據跌超11%，業績超預期，指引未達"AI溢價"

異動解讀 | 閃迪夜盤大跌7.39%，2027財年Q1營收指引不及預期引發拋售

異動解讀｜閃迪夜盤下跌7.55%，Q4業績大超預期但下季營收指引不及市場期望引發拋售

140億美元回購難解指引壓力！閃迪營收暴增372%，展望「不夠驚豔」股價盤後大跌

AI推理重塑NAND市場，閃迪電話會稱客户訂單鎖定未來四年，最大客户簽約後還追加需求

华尔街见闻

AI需求力挺閃迪上季營收超預期增近四倍，擬豪擲140億回購，但本季指引遜色

华尔街见闻

【比推每日新聞精選】閃迪業績指引不佳，盤後一度跌8%；谷歌對AI領導層進行重大調整，AI負責人哈薩比斯卸任主要管理職務；美國兩黨仍未就CLARITY法案達成協議；美國7月「小非農」創年初來新低，市場緊盯周五非農；聯儲局理事庫克：若通脹不放緩，我將準備支持加息

閃迪2026財年分析師電話會議要點總結

Sandisk、eBay、AppLovin、固特異：盤後交易中值得關注的個股動態

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低迷情緒傳導至亞太市場","url":"https://stock-news.laohu8.com/highlight/detail?id=2657694503","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657694503?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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| 美國據報擬對多晶硅產品徵15%關税；道指升263點破頂，SpaceX瀉13%、AMD挫7%；存儲兩巨頭SanDisk、西部數據績後重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1162686910","media":"老虎資訊","labels":["analysis"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162686910?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 08:39","pubTimestamp":1785976746,"startTime":"0","endTime":"0","summary":"道指收市升263點，報54349點；標指挫0.17%，納指跌0.83%。03 國際宏觀美國特朗普政府將對多晶硅製成的產品徵收15%關稅，並設定一系列最低進口價格，相關措施最早將於周四宣布。伊朗戰爭憂慮再度紓緩，據Axios引述中東地區人士及一名美國官員報道，美國計畫於周三宣布，美國、伊朗和阿曼即將達成一項重啟霍爾木茲海峽的臨時協議。","market":"hk","thumbnail":"https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a97a16afe8e75d415a74db18ceb0a4c"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"analysis","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07552","DUOL","02837","SNXX","03417",".DJI","03067","03033","09067","SNDQ","07226","09088","SNDC",".IXIC","SNDG","SNDK","03088","DUOG","03032","APP","SNDU",".SPX","APPX","03423"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657570153","title":"美股盤後速遞：存儲芯片股大幅下挫，西部數據暴跌近12%，閃迪跌近8%；納指道指期貨下跌；七姐妹多數上漲；美油小幅下跌，金銀價格上揚","url":"https://stock-news.laohu8.com/highlight/detail?id=2657570153","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657570153?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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AI夜盤爆升23%，AppLovin暴跌15%，SpaceX反彈逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192075784","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192075784?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 08:09","pubTimestamp":1785974947,"startTime":"0","endTime":"0","summary":"存储两巨头 $闪迪$夜盘跌逾 7%、 $西部数据$重挫 11%；消息面上，财报显示：AI需求力挺闪迪上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色；西部数据第四财季营收、利润超预期，业绩指引令市场失望。AppLovin夜盘暴跌1 5%，其二季度业绩不及预期，业绩指令投资者失望。然而股价周三大跌14%，原因在于投资者对公司持续投入AI相关基础设施的能力存在疑虑。","market":"us","thumbnail":"https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2578fef036607345dce47cc401e172a3"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","SPAX","SPCH","SNXX","SNDC","APPX","SOUX","APP","SPCM","WDCX","SPCQ","SPAL","SPCX","WDC","SPCG","SSPC","SNDQ","SNDG","SNK","SOUN","SNDU","SPCU","SPCF","LOFF"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657694577","title":"美股存儲雙雄盤後跳水，閃迪跌近8%，西部數據跌超11%，業績超預期，指引未達\"AI溢價\"","url":"https://stock-news.laohu8.com/highlight/detail?id=2657694577","media":"金融界","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657694577?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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亿美元。","market":"hk","thumbnail":"https://imgcloud.jrjimg.cn/2026/08/20260806080309440.jpg","type":0,"news_type":0,"thumbnails":["https://imgcloud.jrjimg.cn/2026/08/20260806080309440.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://usstock.jrj.com.cn/2026/08/06080658028804.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"jinrongjie_highlight","symbols":["BK4512","TMSL","BK4585","LU0162691827.USD","LU2290526834.HKD","SCHM","LU1642822529.SGD","FCUS","WDC","GB00BDT5M118.USD","LU1046421795.USD","BK4170","LU0154236417.USD","LU1861220033.SGD","CNEQ","LU0081259029.USD","WDCX","LU0006061336.USD","SNXX","FDTX","LU0072461881.USD","SNDC","SNDG","SCHA","COWG","LU1035773651.USD","LU2360107168.USD","LU0054578231.USD","PTF","LU0444973449.USD","LU0476273544.USD","BK4588","LU2063271972.USD","LU0957808578.USD","LU2543165471.USD","LU1235294995.USD","LU0240878834.USD","LU0444971666.USD","OPTZ","SNDK","LU1823568750.SGD","LU0240877869.USD","CGGO","LU1815336760.USD","DISK","QQQG","LU1069347547.HKD","SNDQ","CNAV","LU0963586101.USD","LU1861215975.USD","SNDU","FSMD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1115982424","title":"異動解讀 | 閃迪夜盤大跌7.39%，2027財年Q1營收指引不及預期引發拋售","url":"https://stock-news.laohu8.com/highlight/detail?id=1115982424","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115982424?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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数据中心占一半闪迪管理层对于NAND行业未来增长保持高度乐观。他表示，AI推理将成为推动NAND需求增长的核心力量。","market":"us","thumbnail":"https://community-static.tradeup.com/news/7be6e36440ec51162ecd8991762750a8","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/7be6e36440ec51162ecd8991762750a8"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778792","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI推理重塑NAND市场，闪迪电话会称客户订单锁定未来四年，最大客户签约后还追加需求","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1785971293891","symbols":["SNDG","SNDU","SNDK","SNDQ","SNXX","SNDC"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1115857594","title":"AI需求力挺閃迪上季營收超預期增近四倍，擬豪擲140億回購，但本季指引遜色","url":"https://stock-news.laohu8.com/highlight/detail?id=1115857594","media":"华尔街见闻","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1115857594?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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毛利率表现尤其亮眼闪迪第四财季营收89.7亿美元，高于市场预期的约86亿美元。闪迪第四财季调整后EPS为39.25美元，明显高于市场预期的34.37美元，环比增长68%。闪迪还预计，第一财季调整后EPS为44至46美元，指引中值为45美元，略低于市场预期的约45.58美元。","market":"us","thumbnail":"https://community-static.tradeup.com/news/d4b4cc944a1435f521642742c0d4f37b","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/d4b4cc944a1435f521642742c0d4f37b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"72e3de9ba94345e5a6a76224eeec6cd3","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3778788","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AI需求力挺闪迪上季营收超预期增近四倍，拟豪掷140亿回购，但本季指引逊色","news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["SNDQ","SNDG","SNXX","SNDC","SNDU","SNDK"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657572893","title":"【比推每日新聞精選】閃迪業績指引不佳，盤後一度跌8%；谷歌對AI領導層進行重大調整，AI負責人哈薩比斯卸任主要管理職務；美國兩黨仍未就CLARITY法案達成協議；美國7月「小非農」創年初來新低，市場緊盯周五非農；聯儲局理事庫克：若通脹不放緩，我將準備支持加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2657572893","media":"BitPush","labels":["executive"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657572893?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 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