金吾财讯 | Sandisk(SNDK)盘前涨超2%，报965.8美元，涨2.51%。
广发证券（GF Securities）将Sandisk（SNDK）评级上调至“买入”，并给予1277美元的目标价。
广发证券分析师指出，Sandisk将于4月30日披露2026财年第三季度营收，得益于近期消费电子业务表现强劲，预计公司当期业绩及业绩指引将表现亮眼。
分析师表示，当前存储芯片供需趋紧，智能手机厂商存储芯片采购价已从 2026财年一季度的0.12美元/GB上调至0.25美元/GB；eSSD采购价预计在0.35-0.37美元/GB之间，将推动公司综合平均售价环比增长近90%。
预计 Sandisk 2026财年第三季度营收将达49亿美元，毛利率71.5%；第四季度营收有望突破100亿美元，毛利率超84%。此外，公司负债增加有望成为利好，或意味着长期协议预付款大幅增长。
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