美股详情

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闪迪

1,642.00

+82.685.30%

盘后：1,649.007.00+0.43%19:59 EDT

成交量：818.93万

成交额：134.31亿

市值：2,430.16亿

市盈率：55.28

高：1,694.99

开：1,634.00

低：1,602.00

收：1,559.32

52周最高：1,861.00

52周最低：38.53

股本：1.48亿

流通股本：1.37亿

量比：0.78

换手率：5.96%

股息：- -

股息率：- -

每股收益(TTM):29.71

每股收益(LYR):-11.3172

净资产收益率：39.30%

总资产收益率：22.82%

市净率：17.64

市盈率(LYR):-145.09

数据加载中...

总览公司新闻资讯公告

异动解读 | 闪迪盘中大跌5.09%，炸裂财报后遭遇获利了结

异动解读 | 财报超预期叠加AI需求强劲，闪迪盘前大涨6.03%

闪迪盘前涨6.35%，现报1495.61美元

每日经济新闻

分拆一年反超前东家：闪迪市值如今比西部数据高400亿

华尔街见闻

异动解读 | 财报超预期叠加AI需求强劲，闪迪夜盘大涨5.02%

壹评级：假期期间存储火热，闪迪签最高五年长协，行业持续高景气

ETF日报｜2倍做多POET ETF暴涨57%，做多CIFR ETF涨势惊人

闪迪(SNDK)大涨近9% 长约筑牢供货壁垒卡位存储产业长期格局

存储巨头业绩股价双炸裂

美股异动 | 闪迪涨幅扩大至11%，总市值突破2000亿美元

老虎资讯综合

异动解读 | 闪迪盘中大涨5.22%，长期供应协议锁定未来收入及HBF技术进展提振信心

美光科技盘前涨幅扩大至近5%，西部数据、闪迪涨超2%

老虎资讯综合

闪迪长约规模持续扩大：27财年超三分之一出货量已锁定，目标直指 50%

华尔街见闻

闪迪(SNDK)股票5月4日盘中上涨5.10%：背后推手曝光

TradingKey中文

异动解读 | 闪迪盘中大涨5.08%，财报超预期及AI存储需求驱动股价飙升

闪迪Q3业绩大福超预期高盛上调其目标价

盘前异动｜存储、光通信概念股上涨，闪迪、AAOI涨超3%；eBay涨超10%，游戏驿站涨超4%

老虎资讯综合

SK海力士韩股市值首次突破1000万亿韩元，存储概念全线大涨

老虎资讯综合

科技、媒体与电信行业动态：市场焦点对话

AI CPU推高DDR5内存需求，存储芯片“超级周期”或延续至2027年

华尔街见闻

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17:11","pubTimestamp":1777972313,"startTime":"0","endTime":"0","summary":"闪迪已签署5份长期供应协议，预计覆盖27财年超三分之一的NAND出货量，CEO表示该比例有望突破50%。三季度签署的3份合同最低合同收入约达420亿美元，合同结构引入抵押品和违约赔偿机制，约束力显著强于传统供应协议。与此同时，闪迪HBF原型产线年内启动，完整系统方案预计2027年上半年落地。","market":"nz","thumbnail":"https://static.tigerbbs.com/b5c9124bf621678cf057f227b528cf22","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/b5c9124bf621678cf057f227b528cf22"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6e7a4338b1034ad785d5025385d8625c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771579","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0963586101.USD","SNXX","SNDK","LU0054578231.USD","BK4170"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632959292","title":"闪迪(SNDK)股票5月4日盘中上涨5.10%：背后推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2632959292","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632959292?lang=zh_cn&edition=fundamental","pubTime":"2026-05-04 22:17","pubTimestamp":1777904221,"startTime":"0","endTime":"0","summary":"• SanDisk第一季度业绩超出预期，并提供了乐观的第二季度业绩指引。\n• 受人工智能驱动，NAND闪存需求激增，令SanDisk的核心产品从中受益。\n• 近期的强劲表现以及重新被纳入指数，共同导致了股价的波动。","market":"us","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/261852916-market-movers-sndk-20260504","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":["LU0054578231.USD","LU0963586101.USD","SNXX","BK4170","SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152535648","title":"异动解读 | 闪迪盘中大涨5.08%，财报超预期及AI存储需求驱动股价飙升","url":"https://stock-news.laohu8.com/highlight/detail?id=1152535648","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152535648?lang=zh_cn&edition=fundamental","pubTime":"2026-05-04 21:52","pubTimestamp":1777902776,"startTime":"0","endTime":"0","summary":"闪迪今日盘中大涨5.08%，股价表现强劲。消息面上，闪迪此前公布的2026财年第三季度业绩全面碾压市场预期，营收同比大增97%，调整后每股收益同比暴增120%，远超分析师共识。强劲增长主要得益于数据中心业务收入单季翻三倍，AI服务器存储需求呈现爆发式增长。行业层面，AI算力需求的爆发性增长推动了HBM等高端存储芯片供不应求，存储芯片行业供需紧张的格局预计将持续，带动了整个存储概念板块的全线上涨，进一步提振了闪迪的股价。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ab059ab53cdf0a93cbd82e1dea08edbb","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2632932590","title":"闪迪Q3业绩大福超预期 高盛上调其目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2632932590","media":"金吾财讯","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632932590?lang=zh_cn&edition=fundamental","pubTime":"2026-05-04 18:25","pubTimestamp":1777890348,"startTime":"0","endTime":"0","summary":"金吾财讯 | 今日，闪迪发布2026财年Q3财报，数据全面碾压市场预期：营收59.5亿美元，同比大增97%，较分析师预期高出16%；毛利率达70%，远超预期的61%；每股收益23.41美元，同比暴增120%，超预期37%。核心驱动来自数据中心业务，该板块收入单季翻三倍，AI服务器存储需求爆发式增长。尽管盘初受获利了结影响大跌6%，但资金迅速回流，收盘大涨8%创历史新高，市场对AI存储赛道的长期信心十足。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"be580c2ef5b3ad52bbb1633867a441b9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"299998","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0106831901.USD","LU2237443622.USD","LU1868836757.USD","LU2471134523.USD","LU2237443382.USD","LU0345770993.USD","LU2237443465.HKD","LU2750360641.GBP","LU2237443549.SGD","BK4170","LU1894683264.USD","LU2471134796.USD","LU1868836591.USD","LU1804176565.USD","GSX","IE0002270589.USD","LU0251131958.USD","LU2237438978.USD","SNDK","LU0345770308.USD","LU2265009873.SGD","BK4504","LU0251142724.SGD","LU1894683348.USD","LU2237443978.SGD","IE00B19Z3B42.SGD","LU2471134952.CNY","BK4550","LU1668664300.SGD","BK4552","IE0034235188.USD","LU0096364046.USD","BK4585","BK4588","LU0963586101.USD","IE00BFXG1179.USD","BK4533","BK4516","LU0054578231.USD","LU0048573561.USD","IE0004086264.USD","LU1868836914.USD","LU0061475181.USD","SNXX","LU0742534661.SGD","LU2237443895.HKD","IE0004091025.USD","LU2750360997.AUD","IE00BSNM7G36.USD","LU1868837300.USD","LU2471134879.HKD","IE00B19Z3581.USD","BK4127","LU1868837136.USD","LU1791807156.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159096902","title":"盘前异动｜存储、光通信概念股上涨，闪迪、AAOI涨超3%；eBay涨超10%，游戏驿站涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159096902","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159096902?lang=zh_cn&edition=fundamental","pubTime":"2026-05-04 16:06","pubTimestamp":1777882003,"startTime":"0","endTime":"0","summary":"美股存储概念股上涨，$闪迪$、$美光科技$、$希捷科技$涨超3%，$西部数据$涨超1%；美股光通信概念股普涨，$Applied Optoelectronics$、Lumentum、$POET Technologies$、Coherent涨超3%，$Astera Labs$、$康宁$跟涨；美股加密货币股上涨，$Circle$涨近5%，$Coinbase Global, Inc.$、$Strategy$涨超3%，$BitMine Immersion Technologies Inc.$涨超3%， Cleanspark、$Robinhood$涨超2%；$游戏驿站$提出以每股125美元或约合560亿美元的价格收购$eBay$，二者分别涨超4%、10%；$Palantir$涨近2%，公司将于美股盘后公布财报。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d3ea1dca05c963b064c7f73c9ae03449","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4524","LU1059921491.USD","GMEU","LU1712237335.SGD","LU0054578231.USD","SNXX","BK4122","IE00B66KJ199.SGD","AAOX","LU0444973449.USD","LU0868494708.USD","LU0444971666.USD","LU1623119135.USD","BK4547","GME","LU0476273544.USD","AAOI","IE00B19Z4B17.USD","IE00B7SZL793.SGD","BK4076","SNDK","LU1280957306.USD","LU0868494617.USD","LU1854104046.USD","BK4220","IGME","BK4588","LU1815336760.USD","LU0957808578.USD","LU0942090050.USD","LU1642822529.SGD","LU0963586101.USD","LU1854103824.USD","BK4585","LU0640476718.USD","BK4170","BK4577","GMEY","EBAY","BK4020","IE0031619046.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1102116450","title":"SK海力士韩股市值首次突破1000万亿韩元，存储概念全线大涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1102116450","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1102116450?lang=zh_cn&edition=fundamental","pubTime":"2026-05-04 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摩根士丹利分析师指出，闪迪向长期供应协议的转向凸显了内存技术对人工智能建设浪潮的长期核心地位。尽管协议的可执行性存在疑问，但新合同结构表明其约束力将十分强劲。\"他们补充道，闪迪的交易有望提升内存类股的估值倍数。苹果成为最新助推涨势的企业，超预期销售数据推动其盘前上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","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":["BTC.USD.CC","LU2750360641.GBP","LU0053666078.USD","SG9999015986.USD","LU0256863902.USD","IE00BKDWB100.SGD","LU2417539215.USD","LU2092937148.SGD","BK4576","GB00BDT5M118.USD","LU2347655073.USD","BK4534","LU0965508806.USD","BK4507","LU2237443895.HKD","LU0289961442.SGD","IE00BJJMRX11.SGD","LU0823421333.USD","AAPU","LU1037948541.HKD","LU2462157665.USD","LU2247934214.USD","LU2237443622.USD","LU0476273544.USD","LU0353189763.USD","LU0444971666.USD","LU0957791311.USD","SG9999014914.USD","LU0133085943.USD","LU2028103732.USD","IE0009G5SDU7.USD","IE00BK4W5L77.USD","IE0034235295.USD","LU0143551892.USD","STX","LU2065170008.USD","BK4559","SG9999014898.SGD","LU0795875169.SGD","LU1069344957.HKD","LU0124676726.USD","LU0345770993.USD","LU1066051225.USD","MACW.SI","LU2430703251.USD","LU2471134523.USD","LU0170899867.USD","LU2168564065.EUR","LU1668664300.SGD","IE00B3SWFQ91.USD","LU2092627202.USD","IE00BN29S564.USD","LU2860962120.EUR","LU0784383803.USD","LU1582986433.USD","LU1582986359.USD","LU2089284900.SGD","BK4585","LU2420271590.USD","IE00BDRTCR15.USD","LU0949170426.SGD","LU0345768153.USD","LU0348723411.USD","RDDT","AAPL","LU0786609619.USD","LU0943347566.SGD","LU0234572021.USD","LU2237443549.SGD","AAPX","LU0788109477.HKD","IE0004445239.USD","LU0061474960.USD","LU2242650005.HKD","BK4516","IE0000B7K699.USD","IE000W1ABFV2.USD","LU0082616367.USD","LU2236285917.USD","HK0000320264.USD","LU2637965513.SGD","LU2087621335.USD","LU1868837136.USD","SG9999014567.USD","LU1582987324.SGD","LU0820562030.AUD","LU2360032135.SGD","SG9999015945.SGD","LU1720051017.SGD","LU0949170772.SGD","LU0251132253.USD","SG9999014880.SGD","LU0320765646.SGD","LU2125154778.USD","LU2471134952.CNY","LU0096364046.USD","LU0683600562.USD","LU0784384876.USD","LU1989764748.USD","BK4515","LU2237443465.HKD","LU0203201768.USD","LU0345770308.USD","BK4579","LU0957808578.USD","LU2065171402.SGD","HK0000914660.USD","LU0456855351.SGD","LU2097344357.USD","IE00BJLML261.HKD","LU0158827781.USD","BK4575","LU1914381329.SGD","LU0057025933.USD","LU1244550494.USD","LU1035775433.USD","LU1571399168.USD","LU1868836757.USD","LU2106854487.HKD","LU0784385840.USD","BK4581","SG9999015978.USD","LU2237443978.SGD","BTC","LU1804176565.USD","AAPB","LU0070217475.USD","LU0314106906.USD","IE00B19Z8X17.USD","LU0640476718.USD","LU0494093205.USD","BK4505","SG9999018865.SGD","LU1935043536.SGD","LU0210533765.USD","APLY","LU0417517546.SGD","IE0034235303.USD","LU0738911758.USD","IE00B4YYXB79.USD","LU2168564222.USD","LU2999663052.SGD","LU1852331112.SGD","LU1291159041.SGD","LU0553294199.USD","LU0820561818.USD","LU1261432733.SGD","LU0979878070.USD","IE00BJTD4V19.USD","IE00B4JS1V06.HKD","LU1814569148.SGD","LU0127658192.USD","BK4533","LU1127390331.HKD","BK4588","LU1935042991.SGD","LU2505996509.AUD","IE00BWXC8680.SGD","LU0061475181.USD","LU0868494617.USD","BK4574","LU1506573853.SGD","LU0006306889.USD","LU1934455277.USD","LU1084165304.USD","LU1119994496.HKD","LU2746668974.SGD","IE00B1BXHZ80.USD","LU0316494557.USD","IE000MB6IJN5.SGD","SGXZ31699556.SGD","SNDK","IE00B775H168.HKD","LU2471134796.USD","IE00BJTD4N35.SGD","BK4598","LU1116320737.USD","LU0215105999.USD","LU0203202063.USD","LU2552382132.HKD","LU0511384066.AUD","LU0154236417.USD","LU2065169927.USD","LU1989764664.SGD","LU1718418525.SGD","LU2133065610.SGD","LU0912757837.SGD","LU0444973449.USD","LU1206713676.USD","LU0642271901.SGD","BK4532","LU2458330169.SGD","LU2111349929.HKD","IE00B775SV38.USD","LU0011850046.USD","BK4170","LU0077335932.USD","NVDA","LU0965509010.AUD","LU1823568750.SGD","LU1815333072.USD","LU0210528500.USD","LU0198837287.USD","LU2237443382.USD","LU1242518931.SGD","LU1366333091.USD","IE00BDCRKT87.USD","LU0320765059.SGD","LU0861579265.USD","LU1642822529.SGD","IE00BJJMRY28.SGD","IE000KEQY171.SGD","LU2168563687.JPY","LU2487616109.SGD","GOOG","LU2756315664.SGD","LU1363072403.SGD","LU0889565833.HKD","LU2213496289.HKD","IE00BBT3K403.USD","LU1720051108.HKD","LU2458330243.SGD","HK0000914686.HKD","LU1244550221.USD","LU2265009873.SGD","LU0158827948.USD","LU1267930730.SGD","LU0964807845.USD","LU1301847155.USD","YMAG","HK0000306701.USD","LU0868494708.USD","LU0971096721.USD","LU1935042488.USD","LU0965509101.SGD","LU2361044865.SGD","CBOE","LU0345768740.USD","IE00BLSP4239.USD","IE000ITXATA3.USD","LU0267386448.USD","LU1974910355.USD","LU0157215616.USD","IE0004091025.USD","LU0079474960.USD","LU2552382215.SGD","LU1989772923.USD","SG9999001424.SGD","LU1551013425.SGD","LU2023251221.USD","BK4571","HK0000320223.HKD","AAPW","IE0001KFT4U8.USD","IE00B3S45H60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CPU推高DDR5内存需求，存储芯片“超级周期”或延续至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2632627932","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2632627932?lang=zh_cn&edition=fundamental","pubTime":"2026-05-02 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