美国网存强劲的第二财季业绩对Pure Storage形成积极信号

投资观察

2025/11/27

1336 ET - Oppenheimer的Param Singh在一份报告中表示，美国网存（NetApp）强劲的第二财季业绩对主要竞争对手Pure Storage形成了积极信号。美国网存的季度营收大大超出预期，得益于其全闪存阵列产品组合的特别强劲，同比增长加速，增长率达到8%。分析师指出，美国网存还提到在与人工智能相关的项目中有明显增长，显示出全闪存存储的强劲需求。“我们认为这对Pure Storage非常积极，”Singh表示，并指出他预计Pure Storage将在下周发布财报时同样超出预期。(kelly.cloonan@wsj.com)

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