美股周四盘后,存储巨头闪迪(SanDisk)召开2026财年第二季度财报电话会议。面对盘后一度飙升15%的股价,公司管理层在电话会中不仅确认了全面超出预期的亮眼业绩,更向市场传递了一个明确信号:AI对存储的需求并非昙花一现,而是一场正在发生的结构性变革。不仅是热度,更是真金白银:“数据中心2026年将成NAND最大市场”市场最关心的问题在于:AI的热度是否已经转化为实际的营收?存储究竟是短期行情...
Source Link美股周四盘后,存储巨头闪迪(SanDisk)召开2026财年第二季度财报电话会议。面对盘后一度飙升15%的股价,公司管理层在电话会中不仅确认了全面超出预期的亮眼业绩,更向市场传递了一个明确信号:AI对存储的需求并非昙花一现,而是一场正在发生的结构性变革。不仅是热度,更是真金白银:“数据中心2026年将成NAND最大市场”市场最关心的问题在于:AI的热度是否已经转化为实际的营收?存储究竟是短期行情...
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