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SanDisk Corp

473.83

-29.6100-5.88%

盤後：473.80-0.0301-0.01%19:59 EST

成交量：2,106.11萬

成交額：101.47億

市值：694.41億

市盈率：-39.53

高：506.30

開：503.44

低：463.01

收：503.44

52周最高：509.50

52周最低：27.89

股本：1.47億

流通股本：1.37億

量比：1.17

換手率：15.33%

股息：- -

股息率：- -

每股收益(TTM):-11.9859

每股收益(LYR):-11.3172

淨資產收益率：-16.18%

總資產收益率：1.81%

市淨率：7.40

市盈率(LYR):-41.87

資料載入中...

總覽公司新聞資訊公告

SanDisk單季EPS或衝10–12美元，預計存儲行業盈利峯值將延至2027年

財報前瞻｜SanDisk第二財季營收預計達26.23億美元，機構觀點偏積極

閃迪一年漲幅超10倍！讓沽空者虧損30億美元

Sandisk Corporation跌0.88% 股價跌破500美元大關

報告：Sandisk 股價大漲令空頭損失30億美元，逼空風險飆升

老虎资讯综合

富國銀行上調閃迪和西部數據目標價

閃迪(SNDK.US)單季EPS或衝10–12美元！Cantor預計存儲行業盈利峯值將延至2027年

閃迪暴漲背後：三大催化共振，NAND成「必需品」，AI 重估存儲價值

华尔街见闻

30億美元空頭慘遭「血洗」！AI狂潮下存儲芯片Sandisk(SNDK.US)軋空風暴進入極端區間

三星迴應「記憶體漲價80%」傳聞：並未對所有產品全面漲價

老虎资讯综合

美股夜盤 | 存儲概念股續漲，SanDisk、西部數據升逾2%；Moderna續漲逾5%，該股隔夜飆漲近16%

老虎资讯综合

韓國半導體出口暴增超70%！費城半導體指數創歷史新高，全球搶芯大戰升級

美股成交額TOP20｜英特爾股價飆升近12%，斬獲美國軍方大單；存儲概念股齊刷新高！SanDisk暴漲逾10%、美光科技升逾6%

环球市场播报

美股三大指數均收升逾1%，閃迪升逾10%

每日经济新闻

異動解讀 | 花旗大幅上調目標價，存儲需求強勁，SanDisk盤中大漲5.05%

美股存儲概念大漲閃迪股價年內翻倍

腾讯自选股

Sandisk Corporation盤中異動早盤大幅拉升5.00%報475.76美元

存儲芯片股漲勢延續，美光、閃迪及西部數據齊創新高

美股異動 | 存儲概念股普漲，西部數據升逾5%，美光科技升逾4%

老虎资讯综合

存儲芯片「貧富差距」拉大，贏家輸家到底怎麼選？

华尔街见闻

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Corp本季度营收预计达26.23亿美元，机构观点偏积极","news_tag":"earningPreview","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"gpt_icon":0},{"id":"2605406064","title":"閃迪一年漲幅超10倍！讓沽空者虧損30億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2605406064","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605406064?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 22:31","pubTimestamp":1769178667,"startTime":"0","endTime":"0","summary":"快科技1月23日消息，年初至今，闪迪累计涨幅已经达到112%，位列标普500成分股第一。据S3 Partners统计，自去年11月初以来，做空存储牛股闪迪的空头逆势加仓，空头持股比例已从约4%攀升至约7.5%。按市值计算，空头头寸损失已达到约30亿美元，使该股的逼空风险骤升。自2025年2月与西部数据拆分重返公开市场以来，闪迪不到一年时间，股价涨幅达10倍！花旗将闪迪目标价从280美元上调至490美元，Bernstein则将其目标价从300美元大幅提升至580美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123224129a6a58f03&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123224129a6a58f03&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4170","SNDK"],"gpt_icon":1},{"id":"2605406322","title":"Sandisk Corporation跌0.88% 股價跌破500美元大關","url":"https://stock-news.laohu8.com/highlight/detail?id=2605406322","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605406322?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 22:30","pubTimestamp":1769178637,"startTime":"0","endTime":"0","summary":"北京时间2026年01月23日22时30分，Sandisk Corporation股票出现波动，股价大幅下挫0.88%。Sandisk Corporation股票所在的电脑硬件行业中，整体涨幅为0.00%。其相关个股中，Amc Robotics Corporation、超微电脑、Zspace, Inc.涨幅较大，AgEagle天线系统、Sandisk Corporation、Draganfly Inc.较为活跃，换手率分别为0.75%、0.43%、0.30%，振幅较大的相关个股有AgEagle天线系统、One Stop Systems, Inc.、Draganfly Inc.，振幅分别为2.86%、1.68%、1.66%。Sandisk Corporation公司简介：闪迪是全球五大NAND闪存半导体供应商之一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123223037953e1d17&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123223037953e1d17&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4170","SNDK"],"gpt_icon":1},{"id":"1134854714","title":"報告：Sandisk 股價大漲令空頭損失30億美元，逼空風險飆升","url":"https://stock-news.laohu8.com/highlight/detail?id=1134854714","media":"老虎资讯综合","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134854714?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 22:00","pubTimestamp":1769176808,"startTime":"0","endTime":"0","summary":"S3 Partners 的数据显示，尽管  $SanDisk Corp$ 股价大幅上涨，但其空头仓位在近几个月仍持续增加，推动逼空风险升至“极端”水平。自去年11月初以来，Sandisk 的空头仓位占流通股比例已从约4%上升至约7.5%；与此同时，S3 的逼空风险评分跃升至82.5。S3 表示，空头头寸的按市值计算亏损已达到约30亿美元，使该评分升至公司所称的“极端风险”区间。今年以来，Sandisk股价已累计上涨112%，远远跑赢标普500指数约1%的涨幅，并跻身2026年该指数表现最好的股票之列。","market":"us","thumbnail":"https://community-static.tradeup.com/news/967180ace0e62ade7a9d14703e097155","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/967180ace0e62ade7a9d14703e097155"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"gpt_icon":1},{"id":"2605408321","title":"富國銀行上調閃迪和西部數據目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2605408321","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605408321?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 20:48","pubTimestamp":1769172483,"startTime":"0","endTime":"0","summary":"2026年1月23日，富国银行大幅上调闪迪和西部数据的目标股价。闪迪目标价从230美元上调至380美元，西部数据从180美元上调至260美元。此次调整反映了存储市场需求回暖及两家公司盈利能力改善的预期。机构认为，随着数据中心扩张和消费电子复苏，NAND闪存市场前景向好，推动评级上调。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123205315a44e8bce&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123205315a44e8bce&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4588","GB00BDT5M118.USD","LU0444971666.USD","BK4170","BK4512","LU0957808578.USD","LU1642822529.SGD","LU1823568750.SGD","LU0476273544.USD","LU0081259029.USD","BK4585","LU1046421795.USD","LU1235294995.USD","LU0006061336.USD","LU1815336760.USD","LU0444973449.USD","LU1035773651.USD","WDC","SNDK","LU1069347547.HKD"],"gpt_icon":0},{"id":"2605473488","title":"閃迪(SNDK.US)單季EPS或衝10–12美元！Cantor預計存儲行業盈利峯值將延至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=2605473488","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605473488?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 17:24","pubTimestamp":1769160255,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像闪迪和美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。据 Muse 称，存储短缺也将直接影响到普通消费者。","market":"fut","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/1396685.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SNDK","BK4170"],"gpt_icon":1},{"id":"2605742839","title":"閃迪暴漲背後：三大催化共振，NAND成「必需品」，AI 重估存儲價值","url":"https://stock-news.laohu8.com/highlight/detail?id=2605742839","media":"华尔街见闻","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605742839?lang=zh_tw&edition=fundamental","pubTime":"2026-01-23 14:01","pubTimestamp":1769148071,"startTime":"0","endTime":"0","summary":"黄仁勋点燃第一把火，他系统性提出ICMS的概念并给出了一个清晰判断：上下文正在成为AI的新瓶颈，而不是算力本身，这为NAND创造了全新应用场景；DeepSeek Engram则在模型层面，验证了NAND可作为“慢速内存”的可行性。而ClaudeCode在应用层面，放大了长期存储的刚性需求。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/2403eb27a7d77ff44d898c625041b00a","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/2403eb27a7d77ff44d898c625041b00a"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3763988","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763988","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0210528500.USD","BK4543","LU1923622291.USD","LU0109391861.USD","LU1720051017.SGD","SG9999017495.SGD","LU0640476718.USD","LU1116320737.USD","LU2087625088.SGD","LU2065171311.SGD","LU2381873111.SGD","LU0157215616.USD","LU2491050071.SGD","LU2471134523.USD","LU0345770308.USD","LU0081259029.USD","LU1496350502.SGD","LU0006306889.USD","IE00BQXX3D17.EUR","HK0000320264.USD","LU1674673428.USD","LU0265550946.USD","LU2552382058.USD","LU1261432733.SGD","LU2931357623.SGD","LU1992135472.HKD","SG9999014914.USD","LU0820561818.USD","LU0210533765.USD","LU0274383776.USD","LU0048584097.USD","LU2746668974.SGD","LU1366333091.USD","HK0000306701.USD","LU0158827948.USD","LU0265550359.USD","LU2473716301.USD","LU2322448791.USD","IE0034235303.USD","BK4141","SG9999004303.SGD","IE0009G5SDU7.USD","LU2430703095.HKD","LU1974910355.USD","LU1934455277.USD","LU2360032135.SGD","LU0256863811.USD","LU0348723411.USD","LU1935043023.USD","LU0225283273.USD","LU1917777945.USD","IE00B3SWFQ91.USD","LU2272731600.USD","LU0354030511.USD","BK4532","LU2087621335.USD","LU2237957811.SGD","LU2023250504.SGD","LU2168563687.JPY","LU1852331112.SGD","LU0823421333.USD","LU0965509010.AUD","LU0061474960.USD","SG9999015945.SGD","BK4592","SGXZ51526630.SGD","LU2491049909.HKD","LU2272731865.HKD","LU2286300806.USD","LU2896262040.SGD","LU1066051498.USD","LU1066051811.HKD","LU1551013425.SGD","IE00BJTD4N35.SGD","LU1721428933.USD","LU1633808545.USD","LU2168564222.USD","IE00BD6J9T35.USD","LU0672654240.SGD","SG9999002224.SGD","LU2430703251.USD","LU2543165471.USD","LU0823421416.USD","LU2125909593.SGD","LU1323610961.USD","LU1069344957.HKD","LU2505996509.AUD","LU0345768740.USD","LU2097344357.USD","LU2322448957.HKD","LU1821325948.USD","LU0011850046.USD","LU2272731782.SGD","IE00B3M56506.USD","LU2250418816.HKD","LU1989772923.USD","BK4588","LU1267930730.SGD","LU0965509283.SGD","LU0203201768.USD","LU0476273544.USD","LU0256863902.USD","LU2420271590.USD","LU0106261372.USD","LU1951200564.SGD","LU2357125470.USD","LU1691799644.USD","LU1127390331.HKD","LU1242518857.USD","LU1366192091.USD","LU2242650005.HKD","IE00BMPRXQ63.HKD","LU0267386448.USD","BK4567","SGXZ99366536.SGD","LU0094547139.USD","IE00BJJMRY28.SGD","LU1064131342.USD","LU2403377893.USD","LU0316494557.USD","LU2089284900.SGD","LU0417517546.SGD","IE0004445239.USD","LU2083900584.USD","SG9999014575.USD","SG9999018865.SGD","LU0823414478.USD","LU1623119135.USD","LU0234572021.USD","LU2242649171.HKD","LU0823434583.USD","LU0345769631.USD","LU0215105999.USD","LU2054465674.USD","LU2458330243.SGD","LU0689626769.HKD","LU2361044949.HKD","LU2471134879.HKD","IE00BZ1G4Q59.USD","LU2360106780.USD","LU1839511570.USD","LU0444973449.USD","IE0009356076.USD","LU1084165304.USD","LU0964807845.USD","LU0096364046.USD","LU2413666426.HKD","LU2065169927.USD","BK4587","SG9999015358.SGD","IE00B4YYXB79.USD","IE00BJTD4V19.USD","LU0444971666.USD","LU2213496289.HKD","LU0347712357.USD","IE00BQXX3C00.GBP","LU2487616109.SGD","LU2249611893.SGD","LU0154236417.USD","LU2746668461.USD","SG9999015341.SGD","LU1804176565.USD","BK4549","LU2168564065.EUR","LU1244550494.USD","LU2360107168.USD","LU0820562030.AUD","IE000KEQY171.SGD","LU2552382132.HKD","IE00B775H168.HKD","LU0056508442.USD","IE00B19Z8X17.USD","LU0061474705.USD","LU2756315318.SGD","BK4503","SG9999015952.SGD","LU0868494708.USD","LU1066053197.SGD","LU0211327993.USD","SG9999014542.SGD","IE0004445015.USD","IE00BN29S564.USD","LU0061475181.USD","LU0511384066.AUD","LU1496350171.SGD","LU0965508806.USD","LU0276348264.USD","LU2125909759.SGD","LU0390134368.USD","LU2592432038.USD","LU2168564495.EUR","LU0823434740.USD","LU0354030438.USD","LU1815336760.USD","LU2361045086.USD","LU2106854487.HKD","LU1037948541.HKD","LU2463028550.USD","IE0004091025.USD","LU1778281490.HKD","LU1861215975.USD","IE00BK4W5M84.HKD","LU1934455194.USD","LU2191332357.HKD","LU1992135399.USD","LU0096362180.USD","LU2413666699.HKD","LU1066051225.USD","IE00BDCRKT87.USD","LU2361044865.SGD","LU1914381329.SGD","LU2491050154.USD","LU0345770993.USD","LU0342679015.USD","LU0642271901.SGD","IE0004086264.USD","LU0861579265.USD","LU2750360997.AUD","LU2125154935.USD","LU2357305700.SGD","LU2433249047.HKD","GB00BDT5M118.USD","LU2125154778.USD","LU1037948897.HKD","LU1803068979.SGD","LU1989764664.SGD","LU0107464264.USD","LU0251132253.US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11:16","pubTimestamp":1769138192,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，根据S3 Partners LLC的数据，随着存储芯片厂商Sandisk股价大幅上涨，该股的空头仓位在过去数月持续攀升，轧空风险已达到“极端”水平。空头仓位的按市值计亏损已达到约30亿美元，使该评分进入该公司所称的“极端”区间。自重新上市以来，Sandisk股价已累计上涨约1300%。除了Sandisk之外，美光科技、西部数据、希捷科技今年迄今同样股价大涨。花旗分析师们将2026年DRAM的平均售价涨幅预期从原本的53%暴力上调至88%，NAND的涨幅预期从44%上调至74%。","market":"us","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":"http://www.zhitongcaijing.com/content/detail/1396530.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4170","SNDK"],"gpt_icon":1},{"id":"1149718178","title":"三星迴應「記憶體漲價80%」傳聞：並未對所有產品全面漲價","url":"https://stock-news.laohu8.com/highlight/detail?id=1149718178","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1149718178?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 12:55","pubTimestamp":1769057751,"startTime":"0","endTime":"0","summary":"市场传言并不正确。","market":"us","thumbnail":"https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421"],"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MU","STX","SNDK","WDC"],"gpt_icon":0},{"id":"1104432696","title":"美股夜盤 | 存儲概念股續漲，SanDisk、西部數據升逾2%；Moderna續漲逾5%，該股隔夜飆漲近16%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104432696","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1104432696?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 09:03","pubTimestamp":1769043819,"startTime":"0","endTime":"0","summary":"1月22日，美股夜盘时段，存储概念股续涨，SanDisk、西部数据涨超2%，美光科技、希捷科技涨超1%；Rocket Lab跌超4%，此前宣布其Neutron火箭系统结构极限测试中出现故障;Moderna续涨超5%，该股隔夜飙涨近16%！mRNA癌症疫苗联合疗法2b结果公布，复发或死亡风险近半；游戏驿站涨超5%，CEO斥资增持50万股，持股比例升至9.2%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"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":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0006061336.USD","LU1642822529.SGD","WDC","BK4588","LU1235294995.USD","BK4512","LU1046421795.USD","LU1823568750.SGD","GB00BDT5M118.USD","SNDK","LU1069347547.HKD","BK4170","BK4585","LU1035773651.USD","MRNA","LU0081259029.USD","LU0476273544.USD","LU0444973449.USD","LU0444971666.USD","LU1815336760.USD","LU0957808578.USD"],"gpt_icon":0},{"id":"1105050723","title":"韓國半導體出口暴增超70%！費城半導體指數創歷史新高，全球搶芯大戰升級","url":"https://stock-news.laohu8.com/highlight/detail?id=1105050723","media":"券商中国","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1105050723?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 08:28","pubTimestamp":1769041691,"startTime":"0","endTime":"0","summary":"从产品类别看，本月前20天，韩国半导体出口额达107.3亿美元，同比大幅增长70.2%，占出口总额的29.5%，较上年同期大幅提升9.6个百分点。但汽车出口额同比下降10.8%，至28.7亿美元；船舶出口额大幅下降18.1%。受半导体需求提振，2025年12月，韩国出口额同比增长13.4%，达696亿美元，连续第11个月录得同比增长。2025年全年，韩国出口总额达7097亿美元，创历史新高。这是韩国年度出口额史上首次突破7000亿美元大关。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"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":"2","news_top_title":"韩国半导体出口暴增超70%！费城半导体指数创历史新高，全球抢芯大战升级","news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["07709","07747","INTC","SOXL","SOX","SNDK"],"gpt_icon":1},{"id":"2605352904","title":"美股成交額TOP20｜英特爾股價飆升近12%，斬獲美國軍方大單；存儲概念股齊刷新高！SanDisk暴漲逾10%、美光科技升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605352904","media":"环球市场播报","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605352904?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 06:30","pubTimestamp":1769034600,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收高2.95%，成交361.28亿美元。当地时间1月21日，英伟达CEO黄仁勋在达沃斯论坛上谈到过去一年AI模型的三大突破。与2024年工代会选举前的一份类似文件中给出的数字相比，这一数字下降了14%。　　第3名美光收高6.61%，股价创历史新高，成交208.87亿美元。消息公布后，美光股价周二早盘上涨2%。　　第16名甲骨文收跌3.36%，股价降至7个月以来的最低水平，成交65.55亿美元。","market":"fut","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-01-22/doc-inhicnfi6094475.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["SNDK","MU","INTC"],"gpt_icon":1},{"id":"2605476433","title":"美股三大指數均收升逾1%，閃迪升逾10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2605476433","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605476433?lang=zh_tw&edition=fundamental","pubTime":"2026-01-22 05:12","pubTimestamp":1769029923,"startTime":"0","endTime":"0","summary":"每经AI快讯，1月22日，美股三大指数集体收涨，道指涨1.21%，纳指涨1.18%，标普500指数涨1.16%。存储概念股走强，闪迪涨超10%，西部数据涨超8%，美光科技涨超6%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202601223626480147.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://finance.eastmoney.com/a/202601223626480147.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["LU1267930813.SGD","LU2458330169.SGD","BK4559","BK4553","DDM","MULL",".DJI","LU0274383776.USD","MYMmain","IVV","LU0157215616.USD","BK4527","LU0081259029.USD","DXD","SH","LU0082616367.USD","LU1316542783.SGD","SNDK",".SPX","BK4579","LU0889566641.SGD","LU2211815571.USD","BK4141","OEF","LU0203347892.USD","UPRO","BK4585","BK4588","LU1852331112.SGD","LU2089985449.USD","BK4543","MESmain","BK4532","LU0889565833.HKD","LU1366333091.USD","BK4512","LU2458330243.SGD","SDS","MUD","SPXU","UDOW","LU1323610961.USD","IE0002270589.USD","LU0056508442.USD","BK4581","DJX","LU2360106780.USD","IE00B19Z3B42.SGD","GB00BDT5M118.USD","LU2286300806.USD","LU2250418816.HKD","LU2931357623.SGD","LU0127658192.USD","SSO","IE00B7SZLL34.SGD","DIA","IE00B19Z3581.USD","LU0642271901.SGD","ESmain","BK4566","BK4534","LU0109392836.USD","DOG","OEX","LU2048586759.USD","BK4554","LU1803068979.SGD","BK4504","BK4605","BK4550","SDOW","LU0203345920.USD","LU0792757196.USD","BK4575","BK4533","LU0719512351.SGD"],"gpt_icon":0},{"id":"1142708123","title":"異動解讀 | 花旗大幅上調目標價，存儲需求強勁，SanDisk盤中大漲5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1142708123","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142708123?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 23:40","pubTimestamp":1769010056,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK.US）今日盘中大涨5.05%，延续了近期存储芯片板块的强势表现。消息面上，花旗集团将SanDisk的目标股价从280美元大幅上调至490美元，上调幅度高达75%，并维持“买入”评级。花旗指出，数据中心内存需求强劲、供需条件有利以及公司强大的竞争护城河是上调目标价的主要原因。此外，存储芯片市场已进入“超级牛市”阶段，预计2025年第四季度和2026年第一季度存储价格将大幅上涨。行业分析师认为，随着人工智能基础设施建设的推进，存储芯片的需求将持续超过供应，推动价格和利润率进一步改善。SanDisk作为全球领先的NAND闪存供应商，有望持续受益于这一趋势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"gpt_icon":0},{"id":"2605861914","title":"美股存儲概念大漲 閃迪股價年內翻倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2605861914","media":"腾讯自选股","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605861914?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 23:38","pubTimestamp":1769009938,"startTime":"0","endTime":"0","summary":"美股存储概念全线大涨，闪迪股价年内翻倍，现涨近5%，美光科技、西部数据、希捷科技等齐创历史新高。此前花旗集团将闪迪目标股价从280美元上调至490美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121233056953dc4b0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Corporation盤中異動 早盤大幅拉升5.00%報475.76美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2605486199","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2605486199?lang=zh_tw&edition=fundamental","pubTime":"2026-01-21 23:38","pubTimestamp":1769009928,"startTime":"0","endTime":"0","summary":"北京时间2026年01月21日23时38分，Sandisk Corporation股票出现异动，股价快速上涨5.00%。截至发稿，该股报475.76美元/股，成交量656.311万股，换手率4.48%，振幅5.81%。Sandisk Corporation股票所在的电脑硬件行业中，整体涨幅为3.64%。其相关个股中，Zspace, Inc.、西部数据、Nano Dimension Ltd涨幅较大，AgEagle天线系统、Sandisk Corporation、Q/C Technologies, Inc.较为活跃，换手率分别为5.46%、4.50%、3.97%，振幅较大的相关个股有Velo3D, Inc.、Rigetti Computing Inc C/Wts 03/02/2027、Amc Robotics Corporation，振幅分别为12.45%、11.59%、10.34%。Sandisk Corporation公司简介：闪迪是全球五大NAND闪存半导体供应商之一。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121233848953dc4dc&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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23:23","pubTimestamp":1769008991,"startTime":"0","endTime":"0","summary":"1月21日，存储芯片股涨势延续，美光科技、西部数据涨超5%，闪迪一度涨4.6%，均刷新历史高位。消息面上，韩国两大存储芯片巨头三星电子和SK海力士据报将继续削减NAND闪存产量，或进一步加剧供应短缺情况。美光高管近日则重申内存短缺的状况将持续到2026年以后。此外，花旗近期上调对多家存储芯片制造商的目标价，其中对闪迪目标价的上调幅度最大，将其目标价从280美元上调至490美元，维持“买入”评级。花旗在报告中指出，这些公司仍然是“超大规模数据中心强劲的需求支撑存储价格上涨”的主要受益者。(格隆汇)","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121232618a69ce357&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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21:05","pubTimestamp":1769000706,"startTime":"0","endTime":"0","summary":"大摩分析，AI带来的技术通胀正在加剧供应链的成本压力，导致存储芯片与传统硬件制造商之间的“贫富差距”拉大。SK海力士和三星被列为首选，其上涨潜力分别达到13%和14%。此外，AI存储需求还导致了NAND晶圆现货价格和模组价格的上涨。存储芯片价格不仅是行业周期的温度计，更是区分市场赢家与输家的分水岭。","market":"us","thumbnail":"https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/54c138f9f1f53ab709416cc826b0bd8a"],"rights":{"source":"lsy1762389672944","url":"https://wallstreetcn.com/articles/3763830","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3763830","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储芯片“贫富差距”拉大，赢家输家到底怎么选？","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"lsy1762389672944","symbols":["SNDK","SMSD.UK","07709","MULL","MUD","SSNLF","07747","WDC","MU","MUU","STX","09347"],"gpt_icon":1}],"pageSize":20,"totalPage":16,"pageCount":1,"totalSize":310,"code":"91000000","status":"200"}]}}