美股詳情

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閃迪

1,589.31

+69.344.56%

成交量：559.21萬

成交額：89.53億

市值：2,320.39億

市盈率：21.55

高：1,625.36

開：1,564.50

低：1,564.50

收：1,519.97

52周最高：2,354.39

52周最低：90.22

股本：1.46億

流通股本：1.44億

量比：1.20

換手率：3.88%

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：14.75

市盈率(LYR):-140.43

資料載入中...

總覽公司新聞資訊公告

異動解讀｜閃迪盤前下跌8.27%，Q4業績大超預期但下季營收指引不及市場高期望延續拋售

盤前異動 | 存儲概念股集體下跌，西部數據跌近12%，閃迪跌超8%；SoundHound AI績後飆漲逾23%

老虎资讯综合

超預期、提高指引，然後股價暴跌——西部數據與閃迪的財報，揭開了這輪存儲周期的裂痕

华尔街见闻

異動解讀 | 閃迪夜盤大跌9.18%，業績指引不及市場高預期引發拋售

閃迪(SNDK.US)Q4營收暴增372% NBM長協模式重構存儲行業估值邏輯易方達亞洲半導體ETF(03486)佈局存儲產業鏈龍頭

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

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易方達亞洲半導體ETF(03486)佈局存儲產業鏈龍頭","url":"https://stock-news.laohu8.com/highlight/detail?id=2657042145","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657042145?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 13:54","pubTimestamp":1785995671,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，8月5日盘后，闪迪发布2026财年第四季度财报，营收89.7亿美元，同比暴增372%;调整后每股收益39.25美元，同比增长超100倍;调整后毛利率升至84.6%，三项指标均创单季历史新高。NBM长期协议正在系统性弱化存储行业的周期属性。闪迪已与8家数据中心和边缘计算客户签署NBM长期协议，加权平均合同期限超过4年，最低承诺总收入达939亿美元，客户提供165亿美元财务担保。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1476684.html","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":"stock_zhitongcaijing","symbols":["LU0054578231.USD","DISK","LU1861220033.SGD","SNDU","BK4170","LU2543165471.USD","SCHA","SNXX","LU0963586101.USD","OPTZ","LU2063271972.USD","FSMD","SCHM","FCUS","PTF","TMSL","SNDC","LU2290526834.HKD","COWG","SNDQ","SNDG","LU2360107168.USD","CNAV","QQQG","LU1861215975.USD","SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657098225","title":"AI推理將NAND推向「長協時代」! 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美东时间8月5日，美股收盘涨跌不一，道琼斯工业平均指数上涨，纳斯达克综合指数和标普500指数收跌。道琼斯工业平均指数上涨0.49%，报54,349.12点；纳斯达克综合指数下跌0.83%，报26,363.44点；标普500指数下","market":"nz","thumbnail":"https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/uploads/20260120/TradingKey_-CH--25bf5f9fb3d24dd29909a0edcd3666c4.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/analysis/stocks/us-stock/262080944-adr-spacex-sandisk-wdc-xauusd-gold-tradingkey","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["OUNZ","ADP","XME","DGP","UUP","GLDM","BTGD","GDXD","GDE","MGCmain","WDC","RING","PICK","FAAR","GDXY","SNDK","IAUM","GOLY","PALL","SGDM","DBC","IAU","AAAU","GDXU","GOAU","JNUG","GLL","FGDL","GLTR","BEGS","BAR","SGOL","UYM","GDXJ","GDX","1OZmain","JDST","159831","IAUI","UGL","DUST","DULL","GBUG","SHNY","CEF","UDN","PHYS","DZZ","USG","QOmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162686910","title":"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","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 08:32","pubTimestamp":1785976320,"startTime":"0","endTime":"0","summary":"北京时间6日，美股盘后，三大股指期货走势分化，存储芯片股大幅下挫，西部数据绩后跌近12%，闪迪绩后跌近8%。三大股指期货走势分化美股三大股指期货走势分化。截至发稿，道指期货涨0.18%，纳指期货跌0.03%，标普500指数期货涨0.19%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202608063833221038.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202608063833221038.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SNDK","LU2543165471.USD","LU0476273544.USD","LU1069347547.HKD","QQQA","LU1642822529.SGD","QLD","NQmain",".IXIC","SNXX","BK4170","WDCX","BK4585","CNAV","LU2360107168.USD","LU1235294995.USD","QYLG","LU1861215975.USD","BK4512","LU0240877869.USD","LU0963586101.USD","LU1815336760.USD","LU1861220033.SGD","ONEQ","QQQE","QQQG","COWG","NDX","CGGO","SNDC","LU0957808578.USD","FTEC","LU0072461881.USD","OPTZ","FDTX","SCHM","SCHA","TECS","QDTE","GB00BDT5M118.USD","NVIW.SI","SNDG","FCUS","LU0444971666.USD","WDC","PSQ","SNDQ","FSMD","LU1035773651.USD","GPIQ","PTF","CNEQ","LU1823568750.SGD","QQQY","HXC","LU2290526834.HKD","JEPQ","QID","LU0444973449.USD","LU1046421795.USD","TMSL","QQQM","SNDU","QQQJ","LU2063271972.USD","TQQY","LU0054578231.USD","LU0154236417.USD","LU0240878834.USD","LU0006061336.USD","BK4588","LU0081259029.USD","IYW","LU0162691827.USD","MNQmain"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657570856","title":"AI存儲需求擠爆產能！閃迪交「炸裂」財報仍難逃殺跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2657570856","media":"格隆汇","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657570856?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 08:29","pubTimestamp":1785976199,"startTime":"0","endTime":"0","summary":"Q4营收暴增372%！","market":"hk","thumbnail":"https://img3.gelonghui.com/75915-879de96a-cd34-4774-8410-d671a257f811.jpg?guru_height=731&guru_width=1280&guru_size=148106","type":0,"news_type":0,"thumbnails":["https://img3.gelonghui.com/75915-879de96a-cd34-4774-8410-d671a257f811.jpg?guru_height=731&guru_width=1280&guru_size=148106"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.gelonghui.com/p/5922199","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":"gelonghui_highlight","symbols":["LU2290526834.HKD","LU2063271972.USD","SNDG","LU0054578231.USD","OPTZ","PTF","LU2543165471.USD","SCHM","LU1861220033.SGD","BK4170","TMSL","COWG","SNXX","SNDU","SNDQ","LU1861215975.USD","LU0963586101.USD","LU2360107168.USD","CNAV","DISK","FSMD","SCHA","FCUS","SNDK","QQQG","SNDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192075784","title":"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%","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":["SNDC","APP","SNK","SNDQ","SPCX","SNDG","SNXX","SOUX","SPCF","SPCG","SNDU","SPAX","SPCU","APPX","WDC","SSPC","SPCQ","SNDK","SPAL","SPCH","WDCX","SOUN","LOFF","SPCM"],"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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