存储芯片巨头闪迪（SanDisk Corp，股票代码：SNDK）今日盘中股价大涨11.80%，引发市场广泛关注。这一强劲涨势主要受到公司发布的超预期财报以及乐观的市场展望推动。
根据闪迪公布的2026财年第一财季业绩，公司总营收同比增长23%至23.1亿美元，超过分析师预期的21亿美元。调整后每股收益为1.22美元，远高于分析师预期的0.89美元。尤其引人注目的是，公司营业利润环比激增878%至1.76亿美元，凸显出其盈利能力的显著改善。
除了亮眼的财报数据，闪迪管理层对未来市场的乐观预期也推动了股价上涨。公司预计第二财季营收将达到25.5亿至26.5亿美元之间，高于华尔街平均预期。此外，公司高管表示，NAND闪存市场供不应求的局面预计将持续到2026年底，这进一步增强了投资者对闪迪长期增长前景的信心。值得注意的是，闪迪在人工智能（AI）驱动的"存储超级周期"中表现突出，特别是在企业级SSD市场。公司数据中心业务营收环比大增26%，反映出AI训练和推理对高容量企业级SSD的旺盛需求。
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