美股詳情

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閃迪

1,645.04

+3.040.19%

成交量：1,165.48萬

成交額：197.14億

市值：2,434.66億

市盈率：55.38

高：1,803.00

開：1,700.50

低：1,536.00

收：1,642.00

52周最高：1,861.00

52周最低：39.44

股本：1.48億

流通股本：1.37億

量比：1.73

換手率：8.48%

股息：- -

股息率：- -

每股收益(TTM):29.71

每股收益(LYR):-11.3172

淨資產收益率：39.30%

總資產收益率：22.82%

市淨率：17.67

市盈率(LYR):-145.36

資料載入中...

總覽公司新聞資訊公告

期權大單｜Meta大跌，認購合約佈局800美元，閃迪PUT暴升逾500%

老虎资讯综合

納指深夜跌超500點，科技股重挫，閃迪跌超11%，小馬智行跌超14%

21世纪经济报道

美股成交額TOP 20 | 閃迪、Lumentum跌11%，Meta、AMD跌超7%，台積電、英特爾跌超6%

老虎资讯综合

內存股遭遇拋售被視為健康調整——市場快訊

存儲拋售是錯殺？大摩：傳統周期賣出邏輯不適用，TurboQuant恐慌是認知偏差！

华尔街见闻

谷歌算法優化不改內存需求趨勢大摩力挺存儲股重申美光科技(MU.US)、閃迪(SNDK.US)「增持」評級

為何TurboQuant重挫內存股？「傑文斯悖論」為何意味着市場判斷是錯的？

老虎资讯综合

深夜美股半導體大跳水，閃迪跌超6%，中概股普跌，小馬智行重挫14%

21世纪经济报道

異動解讀 | 谷歌推出壓縮算法TurboQuant，閃迪盤中大跌5.08%

開盤 | 美股三大指數集體低開，存儲概念股延續跌勢

老虎资讯综合

盤前異動｜熱門中概股普跌，阿里巴巴、百度跌超3%；存儲概念股延續跌勢，閃迪跌超3%

老虎资讯综合

谷歌發布KV緩存壓縮技術，存儲需求預期遭衝擊，美股存儲板塊集體下挫

华尔街见闻

美股存儲概念股集體重挫！閃迪跌超6%，西部數據、希捷科技跌超5%

老虎资讯综合

異動解讀 | 閃迪盤中大跌7.28%，10億美元入股南亞科技引發市場擔憂

美股存儲概念股盤前集體走低！閃迪跌超5%，美光科技、西部數據跌超2%

老虎资讯综合

從根本上改變工作方式、價值創造模式、決策機制--AI正加速顛覆一切

华尔街见闻

美股「七巨頭」蔫了？華爾街如今只認這一「硬核」賽道

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20 | 閃迪、Lumentum跌11%，Meta、AMD跌超7%，台積電、英特爾跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1188251879","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1188251879?lang=zh_tw&edition=fundamental","pubTime":"2026-03-27 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23:35","pubTimestamp":1774539315,"startTime":"0","endTime":"0","summary":"摩根士丹利报告指出，存储芯片股近期因谷歌TurboQuant技术引发的需求担忧遭遇抛售，但这一担忧被过度放大。该技术旨在扩展模型能力而非削减存储采购，对存储市场并无实质性影响。AI已令DRAM供应从松弛转为紧缺，PC与智能手机生产均受内存制约，存储已成为AI基础设施扩张的核心瓶颈。该行认为，当前估值下的悲观情绪被过度放大，供需紧张态势料将持续数年。","market":"sh","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":"5c04c2bb51d82c0ae69376421a5eaf5b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3768490","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储抛售是错杀？大摩：传统周期卖出逻辑不适用，TurboQuant恐慌是认知偏差！","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443895.HKD","BK4516","LU0211327993.USD","LU2361045086.USD","BK4585","IE00B19Z8X17.USD","LU0417517546.SGD","LU0426412945.USD","LU1323610961.USD","BK4023","LU0689472784.USD","LU0203201768.USD","IE0004445239.USD","LU0211326839.USD","LU2463028550.USD","LU0820562030.AUD","LU0882574139.USD","LU1803068623.USD","LU0096364046.USD","LU1119994496.HKD","LU0130517989.USD","LU0868494617.USD","LU1674673691.USD","IE00B19Z3B42.SGD","LU1668664300.SGD","LU2077746001.SGD","LU0251142724.SGD","LU1551013425.SGD","IE00BWXC8680.SGD","LU1400636491.USD","IE0034235295.USD","BK4581","LU0345768740.USD","IE00BN8TJ469.HKD","LU0203345920.USD","IE000M9KFDE8.USD","LU0724617625.USD","LU0154236417.USD","LU0354030438.USD","LU1059921491.USD","LU1720051017.SGD","WDC","LU2087621335.USD","LU0265550946.USD","IE00BMPRXQ63.HKD","BK4602","BK4588","LU0912757837.SGD","LU1074936037.SGD","LU0082616367.USD","BK4574","LU1316542783.SGD","LU2491050071.SGD","IE00BJJMRX11.SGD","LU2237443549.SGD","IE00BLSP4239.USD","IE00BZ1G4Q59.USD","LU2168564495.EUR","BK4534","LU0070302665.USD","IE00B3S45H60.SGD","LU0868494708.USD","LU1303367103.USD","LU0553294199.USD","LU0795875086.SGD","LU2417539215.USD","IE00BYXW3230.USD","LU0106831901.USD","LU0061474960.USD","HK0000304797.USD","LU1699723380.USD","LU1935042215.USD","LU0289960550.SGD","LU2357305700.SGD","LU1363072403.SGD","LU2552382132.HKD","LU2023250330.USD","LU1069344957.HKD","LU0211328371.USD","LU1868836591.USD","LU2236285917.USD","LU0308772762.SGD","LU0109391861.USD","LU0971096721.USD","LU2543165471.USD","LU0342679015.USD","LU2456880835.USD","LU0823421416.USD","LU0965509101.SGD","LU0302445910.USD","LU0276348264.USD","LU2242649171.HKD","BK4543","LU1121112475.USD","LU2271345857.HKD","IE00BK4W5L77.USD","LU2275660780.HKD","LU2505996681.GBP","LU2106854487.HKD","LU1791710582.SGD","LU2764263039.SGD","LU2746668461.USD","SG9999015952.SGD","SG9999015986.USD","LU1035775433.USD","BK4528","IE00BFMHRM44.USD","LU2471134796.USD","LU1037948897.HKD","LU0130102774.USD","LU0957808578.USD","LU0708994859.HKD","LU0106261372.USD","LU1868837300.USD","LU0320765489.SGD","LU0444971666.USD","LU0949170426.SGD","LU2265009873.SGD","LU1066051498.USD","LU1934455277.USD","LU0208291251.USD","LU0345774631.USD","LU0965509283.SGD","LU0127658192.USD","LU0265550359.USD","LU2750360641.GBP","LU0320765059.SGD","LU1935043536.SGD","IE00B5949003.HKD","LU1951200564.SGD","LU2065170008.USD","LU1732800096.USD","LU1116320901.HKD","LU0080751232.USD","LU0889566641.SGD","LU1691799644.USD","LU1917777945.USD","LU0158827948.USD","LU0426417589.USD","LU0965508806.USD","LU1629891620.HKD","BK4598","LU2168564065.EUR","LU0784384876.USD","LU2108987350.USD","SG9999000418.SGD","LU0128525929.USD","IE00BFSS8Q28.SGD","LU0823434583.USD","LU2471134523.USD","LU0823434740.USD","LU2237443465.HKD","SGXZ51526630.SGD","LU1551013342.USD","LU0353189763.USD","LU0130103400.USD","BK4527","LU0456855351.SGD","IE00BQXX3D17.EUR","IE00B5TLWC47.USD","LU1778281490.HKD","LU2404859741.USD","LU0708995401.HKD","LU1035773651.USD","LU1989772840.SGD","LU2133065610.SGD","LU1066051225.USD","BK4533","LU0314106906.USD","LU0466842654.USD","LU2505996509.AUD","BK4554","LU2756315664.SGD","BK4551","IE00B1BXHZ80.USD","IE00BKVL7J92.USD","LU1923623000.USD","LU2247934214.USD","LU2361044949.HKD","BK4587","IE00BSNM7G36.USD","LU0823421333.USD","LU0323591593.USD","IE00B19Z8W00.USD","IE00B7SZLL34.SGD","BK4561","IE00B19Z3581.USD","LU0124676726.USD","LU1244550494.USD","LU2168564222.USD","IE00BDRTCR15.USD","LU1043141123.HKD","SGXZ81514606.USD","IE00BK4W5M84.HKD","IE00BFSS7M15.SGD","SG9999014898.SGD","SG9999015978.USD","LU1548497426.USD","SG9999018857.SGD","LU0496365809.HKD","LU2168564149.EUR","LU2404859667.USD","LU1585245621.USD","LU0738911758.USD","BK4550","IE0002270589.USD","LU1435385759.SGD","LU0158827781.USD","LU1839511570.USD","LU0098860793.USD","LU2244417387.USD","LU1935042488.USD","LU1670756490.USD","LU0079474960.USD","LU1935042991.SGD","LU0787776722.HKD","LU2111349929.HKD","LU2462157665.USD","LU0640476718.USD","BK4579","LU0792757196.USD","IE00BFXG0V08.USD","LU0557290698.USD","LU1043141396.HKD","IE00BJJMRY28.SGD","IE00B775H168.HKD","LU1221951046.USD","LU1914381329.SGD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大摩力挺存儲股 重申美光科技(MU.US)、閃迪(SNDK.US)「增持」評級","url":"https://stock-news.laohu8.com/highlight/detail?id=2622648238","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622648238?lang=zh_tw&edition=fundamental","pubTime":"2026-03-26 23:15","pubTimestamp":1774538122,"startTime":"0","endTime":"0","summary":"围绕谷歌新算法对存储产业链的冲击，市场分歧正在加剧。分析认为，随着TurboQuant等技术降低成本，未来AI模型将倾向于使用更大规模上下文和更复杂计算，从而带动整体算力与存储需求上升。基于这一判断，摩根士丹利重申对美光科技和闪迪的“增持”评级。分析师指出，目前AI发展面临的核心瓶颈依然是内存供给不足，尤其是DRAM领域，数据中心需求的快速增长已对PC和智能手机等终端产品的内存供应产生挤压。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1420016.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_zhitongcaijing","symbols":["LU0345768740.USD","SG9999002232.USD","BK4566","IE00B7SZLL34.SGD","BK4527","LU0053666078.USD","BK4592","LU2271345857.HKD","LU1691799644.USD","LU0308772762.SGD","LU2592432038.USD","LU0957791311.USD","LU1244550577.SGD","LU2403377893.USD","LU0097036916.USD","LU0985489474.SGD","LU1935042488.USD","IE00B5TLWC47.USD","IE00BKVL7J92.USD","LU2764262908.HKD","SG9999014906.USD","LU1066051225.USD","IE0004086264.USD","SG9999015978.USD","LU0545039389.USD","LU1814569148.SGD","LU2381873111.SGD","LU0476273544.USD","IE0009356076.USD","GB00B4QBRK32.GBP","LU0345768153.USD","IE00BFMHRM44.USD","LU2237443549.SGD","LU1303367103.USD","LU1804176565.USD","SG9999014914.USD","USJW.SI","LU0094547139.USD","IE0034235295.USD","LU2023250330.USD","BK4533","LU1043141123.HKD","SG9999002224.SGD","SGXZ99366536.SGD","LU2896262040.SGD","IE00BLSP4452.SGD","LU0342679015.USD","LU0708995401.HKD","SG9999014898.SGD","GB00BDT5M118.USD","LU2168564495.EUR","LU0124676726.USD","LU1496350502.SGD","LU0265550946.USD","LU0965509283.SGD","BK4538","LU0070217475.USD","LU2097829019.USD","LU2750360997.AUD","LU0719512351.SGD","LU0289960550.SGD","LU1852331112.SGD","LU0251142724.SGD","IE00B1XK9C88.USD","LU0310800965.SGD","LU2250418816.HKD","BK4553","LU1923622614.USD","IE00BJLML261.HKD","LU1914381329.SGD","BK4587","LU1323610961.USD","LU2023251221.USD","BK4170","LU2244417387.USD","LU2487616109.SGD","BK4576","IE000M9KFDE8.USD","IE0004091025.USD","HK0000304805.HKD","LU0068578508.USD","LU2089284900.SGD","LU0787776722.HKD","LU1037948541.HKD","IE00BQXX3F31.USD","IE00BQXX3D17.EUR","LU0314104364.USD","LU1074936037.SGD","LU1868836757.USD","LU0127658192.USD","BK4077","LU2362541273.HKD","LU2764263039.SGD","LU1059921491.USD","LU0348723411.USD","LU2092937148.SGD","LU2362541513.USD","LU2265009873.SGD","SG9999018857.SGD","LU1046421795.USD","LU0210533765.USD","LU1551013425.SGD","LU1221951129.SGD","LU1366192091.USD","LU0786609619.USD","IE0002270589.USD","LU0210528500.USD","BK4507","LU1699723380.USD","LU2111349929.HKD","BK4605","LU0149725797.USD","BK4573","IE00B775SV38.USD","LU0345769128.USD","BK4554","LU0052756011.USD","LU0211326755.USD","LU2242649171.HKD","LU1629891620.HKD","LU1066051811.HKD","LU0496365809.HKD","IE00BYXW3230.USD","LU0477156797.USD","LU1551013342.USD","LU2505996509.AUD","SG9999018865.SGD","SGXZ51526630.SGD","LU0965509010.AUD","LU1116320737.USD","LU2456880835.USD","LU0426412945.USD","LU0054578231.USD","LU0708994859.HKD","LU0784385170.HKD","LU0528227936.USD","LU0861579265.USD","LU1778281490.HKD","SGXZ81514606.USD","LU0256863811.USD","LU0265550359.USD","LU2098885051.SGD","LU0985320562.USD","LU1261432733.SGD","LU0310799852.SGD","LU1935042991.SGD","LU2417539215.USD","IE00BK4W5M84.HKD","LU1400636657.SGD","LU0256863902.USD","LU2602419157.SGD","LU0965508806.USD","LU1720051017.SGD","IE00BBT3K403.USD","LU2491050071.SGD","LU0943347566.SGD","LU2362540622.SGD","LU0823421333.USD","LU0788109477.HKD","BK4525","LU0238689110.USD","LU0310800379.SGD","LU0061474960.USD","LU0107464264.USD","LU1064131342.USD","LU1571399168.USD","LU1815336760.USD","LU2237443382.USD","BK4574","LU2065169927.USD","BK4548","IE0005OL40V9.USD","IE00B19Z9505.USD","IE00BYQQ9H92.USD","LU1988902786.USD","IE00B19Z3B42.SGD","LU0175139822.USD","LU0289941410.SGD","IE00BMPRXR70.SGD","LU2054465674.USD","LU2097344357.USD","SNDK","SG9999014880.SGD","LU1429558221.USD","LU1202635105.USD","LU2361045086.USD","LU1935042215.USD","LU0965509101.SGD","LU1127390331.HKD","LU2168563687.JPY","LU1244550494.USD","IE00BZ1G4Q59.USD","LU1585245621.USD","LU0061474705.USD","LU0157215616.USD","LU1003077747.HKD","LU0234572021.USD","LU1934455194.USD","LU1244550221.USD","LU0823434740.USD","IE0004445239.USD","LU2357305700.SGD","SGXZ31699556.SGD","LU1201861165.SGD","LU2023250843.SGD","IE00BQXX3C00.GBP","LU1066051498.USD","LU1116320901.HKD","MU","IE00B775H168.HKD","LU2213496289.HKD","LU2237443622.USD","LU0198837287.USD","LU2065170008.USD","GOOW","IE00BFSS7M15.SGD","LU1791710400.SGD","LU1670628061.USD","LU0820561909.HKD","LU0466842654.USD","LU2087621335.USD","LU1720051108.HKD","LU0792757196.USD","IE00BZ199S13.USD","LU0211331839.USD","LU0128525689.USD","LU0208291251.USD","LU2286300806.USD","LU2404859667.USD","LU1803068979.SGD","LU1923623000.USD","LU2430703251.USD","LU0868494708.USD","LU0302445910.USD","GOOP","LU0642271901.SGD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并不像是那个会终结上涨动能的因素。","market":"us","thumbnail":"https://community-static.tradeup.com/news/51b9ce98d4544ae040649597e7972212","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/51b9ce98d4544ae040649597e7972212"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5c04c2bb51d82c0ae69376421a5eaf5b","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","MU"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2622186922","title":"深夜美股半導體大跳水，閃迪跌超6%，中概股普跌，小馬智行重挫14%","url":"https://stock-news.laohu8.com/highlight/detail?id=2622186922","media":"21世纪经济报道","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2622186922?lang=zh_tw&edition=fundamental","pubTime":"2026-03-26 22:37","pubTimestamp":1774535820,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　3月26日，美股三大指数集体低开，随后短线拉升，道指率先翻红。截至发稿，道指涨0.1%，纳指跌0.64%，标普500指数跌0.38%。　　芯片股普跌，费城半导体指数跌2.45%，存储芯片板块领跌，闪迪跌超6%，美光科技、西部数据、希捷科技跌超4%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/roll/2026-03-26/doc-inhsiusr8824708.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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21:42","pubTimestamp":1774532566,"startTime":"0","endTime":"0","summary":"闪迪(SNDK)今日盘中股价大跌5.08%，引发了市场的广泛关注。消息面上，谷歌近日推出了一种名为TurboQuant的压缩算法，该技术旨在降低大语言模型和向量搜索引擎的内存占用。据称，TurboQuant可在无需重新训练模型的情况下，将AI系统中关键的键值缓存压缩至3bit精度，同时基本保持模型准确率，实现约6倍的内存节省效果。市场分析认为，这项技术若广泛应用，可能降低人工智能系统对高性能存储芯片的需求，从而对闪迪等存储芯片制造商的未来业务前景构成潜在压力，导致其股价在交易时段承压下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5c04c2bb51d82c0ae69376421a5eaf5b","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":"1133787557","title":"開盤 | 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Holdings涨超8%，公司宣布回购10亿美元可转换优先票据，并出售15133枚比特币。Navan涨超20%，第四季度业绩超市场预期，业绩指引强劲；MillerKnoll跌超20%，Q3盈利略低于预期，中东冲突导致展望承压。","market":"us","thumbnail":"https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ff6e3231d788a5a6d28cf7965385cc7f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"76180985c8b7d38577778227ab4663e1","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":["LU1035773651.USD","LU1235294995.USD","IE00B19Z3B42.SGD","LU1803068979.SGD","IE00B19Z9Z06.USD","LU1069347547.HKD","LU1046421795.USD","LU2286300806.USD","MRAL","BK4170","SNDK",".IXIC","LU0203347892.USD","BK4533","MUU","LU1642822529.SGD","MUD","BK4600","BK4142","BTC.USD.CC","BK4554","BK4543","LU0109392836.USD","LU0889566641.SGD","MU","LU0154236417.USD","LU2089985449.USD","IE0002270589.USD","MLKN","BK4516","LU0963586101.USD","IE0009356076.USD","BTC.USD.HKCC","BK4579","LU1267930813.SGD","LU1366333091.USD","WDC","BK4566","LU0157215616.USD","LU2054465674.USD","LU0082616367.USD","IE00B19Z9P08.USD","BK4527","YMmain","BK4547","LU0444971666.USD","MARA","LU0642271901.SGD","BK4585","LU1323610961.USD","LU2458330169.SGD","IMRA","BK4023","BK4141","LU0476273544.USD","STX","BK4575","LU2211815571.USD","LU0792757196.USD","LU1670627923.USD","LU0081259029.USD","BK4512","LU0127658192.USD","BK4553","SNXX","LU1852331112.SGD","LU0957808578.USD","LU0054578231.USD","BK4143","STX.AU","LU0274383776.USD","NAVN","LU1316542783.SGD","MAAY","LU0889565833.HKD","LU1815336760.USD","LU2360106780.USD","IE00B5949003.HKD","BK4532","BK7142","LU1670628061.USD","LU2250418816.HKD","BK4595","LU0444973449.USD","LU0056508442.USD","IE00B19Z3581.USD","LU2458330243.SGD","MARO","LU2931357623.SGD","MULL","IE00B894F039.SGD","GB00BDT5M118.USD","SPY","WDCX","LU1823568750.SGD","BK4596","LU0006061336.USD","LU2048586759.USD","BK4605","LU0719512351.SGD",".SPX","IE00B7SZLL34.SGD","BK4588",".DJI","LU0203345920.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189597008","title":"盤前異動｜熱門中概股普跌，阿里巴巴、百度跌超3%；存儲概念股延續跌勢，閃迪跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189597008","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189597008?lang=zh_tw&edition=fundamental","pubTime":"2026-03-26 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