美股詳情

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閃迪

1,642.00

+82.685.30%

盤後：1,649.007.00+0.43%19:59 EDT

成交量：818.93萬

成交額：134.31億

市值：2,430.16億

市盈率：55.28

高：1,694.99

開：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：1.48億

流通股本：1.37億

量比：0.78

換手率：5.96%

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：17.64

市盈率(LYR):-145.09

資料載入中...

總覽公司新聞資訊公告

異動解讀 | 閃迪盤中大跌5.09%，炸裂財報後遭遇獲利了結

異動解讀 | 財報超預期疊加AI需求強勁，閃迪盤前大漲6.03%

閃迪盤前漲6.35%，現報1495.61美元

每日经济新闻

分拆一年反超前東家：閃迪市值如今比西部數據高400億

华尔街见闻

異動解讀 | 財報超預期疊加AI需求強勁，閃迪夜盤大漲5.02%

壹評級：假期期間存儲火熱，閃迪籤最高五年長協，行業持續高景氣

ETF日報｜2倍做多POET ETF暴漲57%，做多CIFR ETF漲勢驚人

閃迪(SNDK)大漲近9% 長約築牢供貨壁壘卡位存儲產業長期格局

存儲巨頭業績股價雙炸裂

美股異動 | 閃迪漲幅擴大至11%，總市值突破2000億美元

老虎资讯综合

異動解讀 | 閃迪盤中大漲5.22%，長期供應協議鎖定未來收入及HBF技術進展提振信心

美光科技盤前漲幅擴大至近5%，西部數據、閃迪升逾2%

老虎资讯综合

閃迪長約規模持續擴大：27財年超三分之一出貨量已鎖定，目標直指 50%

华尔街见闻

閃迪(SNDK)股票5月4日盤中上漲5.10%：背後推手曝光

TradingKey中文

異動解讀 | 閃迪盤中大漲5.08%，財報超預期及AI存儲需求驅動股價飆升

閃迪Q3業績大福超預期高盛上調其目標價

盤前異動｜存儲、光通信概念股上漲，閃迪、AAOI升逾3%；eBay升逾10%，遊戲驛站升逾4%

老虎资讯综合

SK海力士韓股市值首次突破1000萬億韓元，存儲概念全線大漲

老虎资讯综合

科技、媒體與電信行業動態：市場焦點對話

AI CPU推高DDR5內存需求，存儲芯片「超級周期」或延續至2027年

华尔街见闻

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16:03","pubTimestamp":1778054603,"startTime":"0","endTime":"0","summary":"闪迪盘前涨6.35%，现报1495.61美元","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://finance.eastmoney.com/a/202605063728608782.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/202605063728608782.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":["LU0963586101.USD","SNDK","LU0054578231.USD","BK4170","SNXX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2633099459","title":"分拆一年反超前東家：閃迪市值如今比西部數據高400億","url":"https://stock-news.laohu8.com/highlight/detail?id=2633099459","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2633099459?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 15:23","pubTimestamp":1778052208,"startTime":"0","endTime":"0","summary":"从西部数据拆分仅一年多，闪迪市值已强势反超前母公司逾400亿美元，股价累涨2794%，首破2000亿美元大关。AI基础设施爆发式扩张叠加持续供给短缺，推动闪存价值重估；多年期客户锁价协议最低承诺达420亿美元，闪迪盈利能见度大幅提升。","market":"other","thumbnail":"https://community-static.tradeup.com/news/9fe54f0b8e5442b9f27695256c5f51cb","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/9fe54f0b8e5442b9f27695256c5f51cb"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0011e39fc2b243bca0359e5a7adefd3e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3771638","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":["LU1815336760.USD","BK4588","SNDK","GB00BDT5M118.USD","LU1642822529.SGD","LU0081259029.USD","BK4170","LU0006061336.USD","LU0444973449.USD","LU1046421795.USD","LU1235294995.USD","WDC","LU1823568750.SGD","SNXX","LU0444971666.USD","LU0476273544.USD","LU1035773651.USD","LU0054578231.USD","BK4585","LU0957808578.USD","LU0963586101.USD","WDCX","BK4512","LU1069347547.HKD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162815260","title":"異動解讀 | 財報超預期疊加AI需求強勁，閃迪夜盤大漲5.02%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162815260","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162815260?lang=zh_tw&edition=fundamental","pubTime":"2026-05-06 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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":"閃迪(SNDK)股票5月4日盤中上漲5.10%：背後推手曝光","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_tw&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":"異動解讀 | 閃迪盤中大漲5.08%，財報超預期及AI存儲需求驅動股價飆升","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_tw&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":"閃迪Q3業績大福超預期 高盛上調其目標價","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_tw&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":"盤前異動｜存儲、光通信概念股上漲，閃迪、AAOI升逾3%；eBay升逾10%，遊戲驛站升逾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_tw&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海力士韓股市值首次突破1000萬億韓元，存儲概念全線大漲","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_tw&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內存需求，存儲芯片「超級周期」或延續至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_tw&edition=fundamental","pubTime":"2026-05-02 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