闪迪(SNDK)在夜盘交易时段股价大幅下挫，跌幅达9.18%，引发了市场的广泛关注。
消息面上，闪迪在盘后公布了2026财年第四季度财报。尽管第四财季业绩表现强劲，营收同比增长372%至89.7亿美元，调整后每股收益达39.25美元，均大幅超出市场预期，毛利率更是攀升至84.6%的历史高位，但公司给出的2027财年第一季度营收指引为103亿至108亿美元，中值约105.5亿美元，低于市场预期的108亿美元，调整后每股收益指引中值45美元也略低于分析师预期。
分析人士指出，作为AI存储交易的主要受益者，市场对闪迪怀有极高的增长期待。在闪迪7月累计暴跌47%的背景下，投资者对业绩和指引的要求更为严苛。虽然公司同时宣布了140亿美元的新股票回购计划，但“超预期的过去”未能完全抵消“略低于预期的未来”，营收指引不及预期成为夜盘抛售的核心触发因素。
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