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19:43","pubTimestamp":1786016623,"startTime":"0","endTime":"0","summary":"两家公司均预测季度营收将超出预期，押注于人工智能驱动的强劲需求。美国东部时间上午7:05，道指电子迷你合约YMcv1上涨124点，涨幅0.23%；标普500电子迷你合约EScv1上涨4.5点，涨幅0.06%；纳斯达克100电子迷你合约NQcv1下跌225.25点，跌幅0.76%。布兰特原油价格LCOc1在每桶80美元附近窄幅震荡 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18:36","pubTimestamp":1786012612,"startTime":"0","endTime":"0","summary":"BUZZ-闪迪和西部数据拖累芯片板块走低，因估值过高引发人工智能板块回调最新动态8月6日-** 闪迪（SNDK.O）盘前交易中下跌近9%，西部数据（WDC.O）下跌逾14%，拖累其他芯片制造商股价走低，尽管两家公司均预测第一季度营收将高于华尔街预期** 希捷科技（STX.O）和美光科技（MU.O）股价均下跌3.5%** SK海力士SKHY.O在美上市股票下跌6%** 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17:56","pubTimestamp":1786010214,"startTime":"0","endTime":"0","summary":"①【三大期指跌涨不一】截至发稿，道指期货涨0.29%，标普500指数期货涨0.09%，纳指期货跌0.58%。②【存储股集体下跌，西部数据跌超15%，闪迪跌超9%】存储股集体下跌，截至发稿，西部数据跌15.06%，闪迪跌9.09%，SK海力士跌超5%，美光科技跌3%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202608063833978124.html","rn_cache_url":null,"directOrigin":true},"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202608063833978124.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":["SG9999018857.SGD","LU2362540622.SGD","LU0210536198.USD","SG9999015986.USD","LU2092937148.SGD","LU1804176565.USD","LU1244550577.SGD","LU2361044865.SGD","LU0323591593.USD","LU0354030438.USD","LU0208291251.USD","LU2089985449.USD","LU2637965513.SGD","LU1861220033.SGD","LU2764263039.SGD","LU1548497426.USD","IE00BJTD4V19.USD","BK4532","LU0234572021.USD","BK4604","LU0859254822.USD","LU1496350502.SGD","LU1934455277.USD","LU0456855351.SGD","LU2244417387.USD","LU0096362180.USD","LU1979441026.SGD","LU2896262040.SGD","LU0234570918.USD","LU0048584097.USD","LU1551013425.SGD","LU1778281490.HKD","IE00BJJMRX11.SGD","LU1868836591.USD","LU0240878834.USD","LU2461242641.AUD","LU0528227936.USD","BK4602","IE00BK4W5M84.HKD","LU0133085943.USD","LU0265550946.USD","LU2087625088.SGD","LU0957808578.USD","SNDQ","IE000BZT7R73.USD","LU0648000940.SGD","LU1674673691.USD","04335","LU0096364046.USD","LU0154236417.USD","SNDK","LU2462591277.SGD","ILDR","LU1633808545.USD","HK0000914686.HKD","LU0082616367.USD","BK4598","IE00BQXX3C00.GBP","LU0210533765.USD","IE00B894F039.SGD","LU0289960550.SGD","ONLN","LU0345768740.USD","GB00BDT5M118.USD","LU0889565833.HKD","IE0000B7K699.USD","CLIX","LOFF","LU1883839398.USD","SG9999017495.SGD","LU2125154778.USD","LU1267930730.SGD","LU1066051225.USD","LU2242650005.HKD","LU0048573561.USD","AMZU","LU2756315664.SGD","LU0256863902.USD","IE0009G5SDU7.USD","WSPC","SGXZ81514606.USD","SPCX","IE00BJTD4N35.SGD","LU0871640123.AUD","LU1691799644.USD","LU2430703251.USD","LU2602419157.SGD","LU1720051108.HKD","LU0006061336.USD","FDTX","LU0949170426.SGD","LINT","BK4515","LU2931357623.SGD","LU0061474705.USD","APPX","BK4533","LU0080751232.USD","LU2065171311.SGD","FCUS","LU1720051017.SGD","LU0823411888.USD","LU2543165471.USD","WANT","LU2065171402.SGD","BK4588","IE00BN29S564.USD","LU2750360997.AUD","LU0130103400.USD","FSMD","LU2087621335.USD","BK4605","DRIV","IE00BZ9MQY76.HKD","LU0029864427.USD","QQQG","SPCM","LU1935042488.USD","LU2148611432.USD","LU1861215975.USD","IE00BQXX3F31.USD","LU2168563687.JPY","LU0203202063.USD","LU0321505868.SGD","LU0823421416.USD","LU1232071149.USD","LU1791710400.SGD","LU0079474960.USD","LU2357627491.SGD","LU0708995401.HKD","SG9999014914.USD","SG9999014906.USD","LU1868836914.USD","LU0302445910.USD","BK4535","BK4220","LU0648001328.SGD","BK4608","LU0198837287.USD","LU0642271901.SGD","LU2023251221.USD","LU1629891620.HKD","IE0004086264.USD","LU0128525929.USD","LU1935043023.USD","LU2247934214.USD","HK0000532082.HKD","LU1119994496.HKD","LU1235294995.USD","LU1496350171.SGD","SPAX","LU0072462426.USD","BK4612","LU1267930573.SGD","WDC","LU2097829019.USD","LU1084165304.USD","LU1323610961.USD","LU1935042991.SGD","LU2092627202.USD","IE00BMPRXQ63.HKD","IE00B5949003.HKD","LU0345770308.USD","SPCQ","HK0000304805.HKD","BK4539","SNXX","LU0320765059.SGD","LU0820562030.AUD","LU0251131958.USD","BK4551","IE00B19Z8X17.USD","LU0072461881.USD","LU2746668461.USD","IE00BMPRXN33.USD","SG9999002224.SGD","LU2462591350.SGD","LU0965508806.USD","IE00BFXG0V08.USD","LU0784383803.USD","IE000SO60NU8.SGD","LU2213496289.HKD","BK4548","LU2471134796.USD","LU2361045086.USD","IE0034235303.USD","LU2954938101.SGD","BK4122","IE0001KFT4U8.USD","LU0077335932.USD","SG9999018865.SGD","LU2023250843.SGD","LU1153585028.USD","LU1046421795.USD","LU0784385170.HKD","LU1861127337.USD","LU0861579265.USD","LU0276348264.USD","BK4559","SG9999001077.SGD","LU0251142724.SGD","LU1267930490.SGD","SG9999014880.SGD","LU0417517546.SGD","IE000MB6IJN5.SGD","LU0061475181.USD","LU2054465674.USD","IE00BKPKM429.USD","LU2456880835.USD","LU0820561818.USD","LU1815333072.USD","LU0174119429.USD","LU0823434740.USD","LU2552382058.USD","SG9999015978.USD","LU2264538146.SGD","LU2089283258.USD","IE00B19Z9505.USD","LU1852331112.SGD","BK4089","LU0345774631.USD","LU1064131342.USD","LU2463028550.USD","SG9999002232.USD","AZYY","LU2487616109.SGD","COWG","LU0823421333.USD","LU0784385840.USD","LU0274383776.USD","LU2236285917.USD","LU0211327993.USD","CNAV","LU1880398554.USD","IE0004091025.USD","BK4023","IE00B4YYXB79.USD","LU1280957306.USD","LU1429558221.USD","LU0256863811.USD","LU2750360641.GBP","LU2360032135.SGD","SG9999000418.SGD","LU2720916845.USD","LU2764263203.CNY","SCHA","IE00BWXC8680.SGD","LU2290526834.HK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17:42","pubTimestamp":1786009336,"startTime":"0","endTime":"0","summary":"美国股市-标普500指数和道指期货持稳，市场关注中东协议；芯片股走低如需查看路透关于美国、英国和欧洲股市的实时博客，请点击LIVE/或在新闻窗口中输入LIVE/。期货：道指上涨0.29%，标普500指数上涨0.11%，纳斯达克指数下跌0.52%路透8月6日-在经历了本周创纪录的上涨后，周四标普500指数和道指期货持稳，投资者正等待中东和平协议的细节；而纳斯达克期货则小幅走低，因西部数据和闪迪发布的强劲业绩预期未能提振市场信心。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20260806:nL4S4430RL:1","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":["QQQ","BMAY","QID","SPHD","ACWI","SH","QQQJ","LU0154236417.USD","SPY","LU0240877869.USD","SSO","LU1642822529.SGD","DDM","LU0444973449.USD","LU1069347547.HKD","NQmain","SPYV","SPXU","COWG","RSPN","SQQQ",".SPX","RSP","LU1823568750.SGD","SPYH","LU1235294995.USD","BK4588","FDTX","XYLD","SPMO","BK4585","QQQY","HIBL","QYLG","SFY","YSPY","MNQmain","SPYU","SPUU","QLD","JEPI","SMAX","LU0957808578.USD","GPIQ","VTI","VOOG","IVV","VBK","BK4139","VV","CNEQ","HXC","LU0476273544.USD","SPYG","FCUS","GSLC","LU0081259029.USD","SPDN","IJH","LU1815336760.USD","QQQM","VTV","DOG","ALLW","LU0162691827.USD","LU0444971666.USD","SPUS","UPRO","LU0006061336.USD","ONEQ","SCHB","TSPY","SPYM","QQQG",".IXIC","NVIW.SI","CGGO","NOBL","QQQE","GB00BDT5M118.USD","QDTE","LU0240878834.USD","XDTE","DXD","VEU","SDOW","SPXL","IYW","JEPQ","SPYD","BK4170","DBSC","VOO","MOAT","DMAX","SCHX","WDCX","NDX","ITOT","TECS","PTF","SPGP","SDS","UDOW","CNAV","GPIX",".DJI","DIA","QQQA","MMAX","PSQ","SPLV","RSPA","XLG","IVW","LU1046421795.USD","LU1035773651.USD","LU0072461881.USD","ETFT","SNDX","TQQQ","IJR","RSPU","SPYQ","BK4512","FTEC","WDC","SPXS","IVE","HIBS","TQQY","SPHQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657568967","title":"西數又不香了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2657568967","media":"蓝鲸财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657568967?lang=zh_tw&edition=fundamental","pubTime":"2026-08-06 17:06","pubTimestamp":1786007197,"startTime":"0","endTime":"0","summary":"但盘后，西部数据跌了超过11%。截至8月5日，西部数据年内累计涨幅超过200%。而西部数据正在变成一家不周期的公司。这意味着西部数据已经不再是一家\"PC硬盘公司碰巧做了一些企业级业务\"的企业，它已经变成了一家以AI基础设施存储为核心收入来源的公司。本季度西部数据出货存储容量231EB，同比增长22%。西部数据的毛利率从39%跌到25%附近，股价腰斩。西部数据今年涨了超过200%，过去12个月涨了超过600%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.lanjinger.com/d/1785993451271499268","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":"lanjinger_stock","symbols":["LU0476273544.USD","LU1642822529.SGD","LU1235294995.USD","LU1069347547.HKD","QQQG","LU0444973449.USD","WDC","FCUS","COWG","FDTX","CNEQ","LU0072461881.USD","BK4585","LU0444971666.USD","LU0081259029.USD","PTF","LU0154236417.USD","LU0006061336.USD","LU1035773651.USD","BK4512","CGGO","BK4588","LU1823568750.SGD","LU1815336760.USD","LU0162691827.USD","BK4170","LU0240878834.USD","LU0240877869.USD","GB00BDT5M118.USD","LU0957808578.USD","LU1046421795.USD","CNAV","WDCX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657055686","title":"西部數據（WDC）盤前挫逾15% 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老虎證券

西部數據

標普納指「同床異夢」：存儲炸雷，科技再裂

美股開盤，道指漲 0.14%，納指跌 0.3%

西部數據股價下跌20%，創2020年3月以來最大單日跌幅。

Factset最新調查：西部數據(WDC.US)EPS預估上修至19.6美元，預估目標價620美元

美股盤前要點丨閃迪西部數據爆雷大跌、剛果(金)禁止銅鈷精礦出口

存儲，真見頂了嗎？

美股前瞻 | 三大股指期貨升跌不一閃迪、西部數據指引未及市場高預期拖累存儲芯片股普跌

美國股市-標普、道指期貨持穩，市場關注中東協議；芯片、軟件股重挫

羅森布拉特證券將西部數據目標股價從900美元下調至800美元。

美股異動丨存儲板塊盤前繼續走低西部數據跌超16%

盤前異動 | 存儲概念股跌幅持續擴大，西部數據跌超15%，閃迪跌超10%

摩根士丹利將西部數據目標股價從650.00美元上調至676.00美元。

瑞穗將西部數據目標價從685美元下調至590美元。

閃迪和西部數據拖累芯片板塊走低，因估值過高引發人工智能板塊回調

馬斯克：存儲需求增速是供應的10倍甚至更高，基礎經濟學原理告訴我們，價格該漲不該跌

【美股盤前】存儲股集體下跌，西部數據跌超15%，閃迪跌超9%；SpaceX將迎9億股解禁考驗；軟銀Q1淨利潤超預期；Q2營收及業績指引均低於預期，AppLovin跌超14%

美國股市-標普500指數和道指期貨持穩，市場關注中東協議；芯片股走低

西數又不香了？

西部數據（WDC）盤前挫逾15% 第四財季股東應占利潤狂增1215% 惟市場憂慮增長可持續性

美股存儲芯片股盤前走低閃迪跌超8%