异动解读 | 业绩超预期,美国网存夜盘大涨5.85%

异动解读
Nov 26, 2025

周二夜盘,数据存储公司美国网存(NetApp,股票代码:NTAP)股价大涨5.85%,引发市场关注。该公司最新发布的第二季度财报显示,业绩表现远超华尔街预期。

根据公司公告,美国网存第二季度调整后每股收益达2.05美元,高于分析师平均预期的1.89美元;季度营收为17.1亿美元,同样超过市场预期的16.9亿美元。公司强劲的业绩主要得益于数据存储服务和用于人工智能应用的全闪存存储产品需求旺盛。其中,全闪存阵列业务收入同比增长9%,达到10亿美元,成为公司重要的增长动力。

值得注意的是,美国网存还上调了2026财年的盈利预期。公司将全年调整后每股收益预期从此前的7.60美元至7.90美元上调至7.75美元至8.05美元。这一利好消息进一步提振了投资者信心。然而,公司对第三季度的营收预期为16.2亿至17.7亿美元,低于分析师平均预期的17.1亿美元,显示短期内可能面临一定挑战。

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