异动解读 | 业绩超预期 美国网存盘前大涨5.10%

异动解读
Nov 26, 2025

美国网存(NTAP)今日盘前股价大涨5.10%,引发市场广泛关注。此次异动发生在周三早盘交易时段,显示出投资者对该股的强烈买入兴趣。

消息面上,该公司周二发布的第二季度财报表现亮眼:调整后每股收益达2.05美元,显著高于分析师预期的1.89美元;季度营收17.1亿美元亦超出市场预期的16.9亿美元。业绩超预期主要得益于数据存储服务需求强劲,特别是用于人工智能应用的全闪存存储产品表现突出,相关业务收入同比增长9%至10亿美元。此外,公司还将2026财年每股收益预期区间从7.60-7.90美元上调至7.75-8.05美元,进一步增强了投资者信心。

不过值得注意的是,公司对第三季度的营收预期区间(16.2-17.7亿美元)中值略低于分析师平均预期的17.1亿美元,这可能会成为未来股价走势的一个观察点。

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