闪迪(SNDK)今日盘中大涨5.19%，引起了市场的广泛关注。
消息面上，闪迪此前发布的财年第三季度财报显示，公司营收达59.5亿美元，同比激增超过251%，远超市场预期，非GAAP每股收益为23.41美元。业绩全面超预期的主要驱动力是AI服务器对高性能存储的刚性需求，带动数据中心业务爆发式增长。公司受益于AI驱动的存储超级周期，并已获得价值420亿美元的超大规模云厂商长期合同，供需紧平衡格局延续。
尽管同行业个股普遍走弱，闪迪的逆势上涨体现了其独立的行情特征。不过，亦有分析师指出，公司当前估值较高，其非GAAP市盈率远高于部分同业，估值溢价的可持续性存在市场分歧。
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