美国网存（NTAP）今日盘前股价大幅上涨14.82%，引起了市场的广泛关注。
消息面上，公司公布了强劲的第四财季业绩报告，调整后每股收益达到2.43美元，超出市场预期的2.27美元；营收为19.48亿美元，也高于预期的18.72亿美元。同时，公司发布了积极的全年业绩指引，预计2027财年调整后每股收益为8.70至9.00美元，营收指引为73.25亿至75.75亿美元，均显著高于市场共识。此外，华尔街机构TD Cowen在盘前将公司目标价从130美元大幅上调至200美元，进一步提振了市场信心。
分析指出，美国网存作为企业级数据存储与混合云数据基础设施公司，正充分受益于人工智能数据中心建设狂潮所带来的“AI存储超级周期”。其全闪存阵列业务及公有云高性能存储业务的加速增长，是推动业绩超预期的核心动力。强劲的财报表现与乐观的未来展望共同构成了股价盘前走强的主要驱动力。
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