闪迪（SNDK）今日夜盘股价大跌6.26%，引起了市场的广泛关注。
消息面上，公司于夜盘时段公布了2026财年第三季度财报，业绩表现极为强劲。第三财季营收达59.5亿美元，环比增长97%，远超市场预期；调整后每股收益为23.41美元，同样大幅超出预期。公司对第四财季的营收和盈利指引也均高于分析师预估，显示出人工智能数据中心需求对存储业务的强劲拉动。
然而，股价在利好公布后不涨反跌。分析普遍认为，这主要源于该股在财报发布前已累积巨大涨幅，年内涨幅超过300%，过去12个月涨幅更超过3300%，市场乐观预期已充分甚至过度反映在股价中。部分投资者选择在业绩利好兑现后进行获利了结，导致股价承压。同时，同属存储板块的西部数据等个股夜盘也同步下跌，显示该板块在前期大幅上涨后正面临集中的获利回吐压力。
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