异动解读 | 闪迪股价盘中大跌5.25%,Q3营收环比下降10%但好于预期

异动解读
May 08, 2025

5月8日周四,闪迪公司(SanDisk Corp.,股票代码:SNDK)股价在盘中大跌5.25%,引发市场关注。这一跌幅出现在该公司发布重新独立上市后首份财报之际。

根据财报显示,闪迪在截至2025年3月28日的2025财年第三季度中实现营收16.95亿美元,环比下降10%,同比微跌1%,但仍好于市场预期。值得注意的是,公司本季度出现19.33亿美元的GAAP净亏损,主要受到18.3亿美元商誉减计的影响。

闪迪首席执行官David Goeckeler表示,公司已采取行动减少供应以对齐需求,并在本季度开始提价。他强调,公司的投资、供应管理和定价策略将继续以实现回报最大化为目标。对于2025财年第四季度,闪迪预计营收约为17.5~18.5亿美元。尽管公司展现出积极应对市场挑战的姿态,投资者似乎对这一财务表现和未来展望持谨慎态度,导致股价出现大幅下跌。

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