闪迪（SNDK）今日盘前股价大涨6.03%，引起了市场的广泛关注。
消息面上，闪迪此前公布的第三财季业绩大幅超预期，经调整后每股收益达23.41美元，远超市场预期的14.62美元；营收同比增长251%至近60亿美元，数据中心业务收入同比暴增645%。公司毛利率达78%，并预计下一季度将升至80%。此外，公司给出了强劲的第四季度营收指引，预计为77.5亿至82.5亿美元，远超市场预期的63.5亿美元。
业绩爆发主要受益于AI数据中心对存储解决方案需求激增。存储行业已由单纯的“涨价预期”正式迈入“业绩兑现”的超级周期，AI算力需求对存储产业形成了强劲拉动作用。当前存储板块供给端极度紧缺，需求端从AI服务器的高端DRAM、NAND到利基型存储呈现全面开花的态势。闪迪已签署五份多年期供应协议，最低合同收入约420亿美元，金融担保超110亿美元，这提供了稳定的收入能见度，降低了周期性波动，进一步提振了市场信心。
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