闪迪今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，闪迪的Q3财报前瞻显示，公司作为AI存储结构性短缺的核心受益标的，业绩有望延续高增长态势。营收指引为44至48亿美元，中值46亿美元，环比增长约52%；毛利率指引为65%至67%，同比及环比均有望创历史新高。强劲的业绩指引反映出AI驱动下闪存需求持续旺盛，市场对公司盈利前景预期显著改善。
板块方面，电脑硬件及储存设备行业整体表现活跃，存储板块呈现联动上行格局。
闪迪今日盘中大涨5.06%，引起了市场的广泛关注。
消息面上，闪迪的Q3财报前瞻显示，公司作为AI存储结构性短缺的核心受益标的，业绩有望延续高增长态势。营收指引为44至48亿美元，中值46亿美元，环比增长约52%；毛利率指引为65%至67%，同比及环比均有望创历史新高。强劲的业绩指引反映出AI驱动下闪存需求持续旺盛，市场对公司盈利前景预期显著改善。
板块方面，电脑硬件及储存设备行业整体表现活跃，存储板块呈现联动上行格局。
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