闪迪（SNDK）今日盘中股价大幅下挫13.21%，引发市场广泛关注。
消息面上，闪迪于美东时间8月5日盘后公布了2026财年第四季度财报。尽管第四财季业绩表现极为亮眼，营收同比暴增372%至89.7亿美元，调整后每股收益达39.25美元，毛利率攀升至84.6%的历史高位，三项核心指标均大幅超出市场预期，但公司给出的2027财年第一财季营收指引为103亿至108亿美元，区间中值约105.5亿美元，低于部分数据提供商汇编的分析师一致预期111.6亿美元；调整后每股收益指引中值45美元，也略低于市场预期的45.58美元。高盛在财报后点评称，过高的市场预期令闪迪股价难以从亮眼业绩中获益，财报公布后股价料将承压下行。
此外，多家华尔街投行在财报后下调闪迪目标价，花旗将目标价从2500美元下调至2100美元，富国银行从1620美元下调至1400美元，杰富瑞从3000美元大幅下调至1750美元，进一步加剧了市场抛售压力。整个存储芯片板块亦集体走低，西部数据跌超15%，SK海力士跌逾6%，美光科技跌超4%。
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