异动解读 | 财报发布后遭遇获利了结,闪迪盘后大跌5.15%

异动解读
May 01

闪迪(SNDK)今日盘后股价大跌5.15%,引起了市场的关注。

消息面上,公司于盘后公布了2026财年第三季度业绩。财报显示,公司第三财季营收达59.5亿美元,环比增长97%;调整后(非GAAP)每股收益为23.41美元,环比增长278%。公司预计第四季度营收将在77.5亿美元至82.5亿美元之间,非GAAP稀释后每股净收益预计在30美元至33美元之间。公司首席执行官David Goeckeler表示,本季度标志着闪迪的一个根本性转折点,技术领导力正在推动公司向以数据中心为首的最高价值终端市场进行战略性转型。

尽管财报数据表现强劲,但股价在盘后交易中仍出现下跌。分析认为,这主要源于股价在财报发布前已累积巨大涨幅,市场预期处于极高水位,部分投资者选择在利好兑现后进行获利了结。同板块的西部数据、希捷科技等个股盘后也同步承压,显示存储板块在前期大幅拉升后正面临集中获利回吐压力。

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