Tiger Brokers

存储概念股盘初集体走强 慧荣科技(SIMO)涨超30%、希捷科技(STX)涨15.77%

金吾财讯
Apr 29

金吾财讯 | 受多家公司新近亮眼财报表现提振，存储概念股盘初集体走强，截至发稿，慧荣科技(SIMO)涨30.91%，希捷科技(STX)涨15.77%，西部数据(WDC)涨8.75%，闪迪(SNDK)涨8.12%，美光科技(MU)涨3.32%，Rambus(RMBS)涨2.90%。消息面上，SiliconMotion Technology(SIMO)公布每股$1.58的季度收益，超出分析师普遍预期的$1.31达19.7%。比去年同一时期的每股$0.60收益增加了163.33%。公司公布的季度销售额为$3.42105亿，超出分析师普遍预期的$2.99572亿达14.20%。这比去年同一时期的销售额$1.66492亿增加了105.48%。希捷科技营收31.1亿美元，同比增长44%，超出分析师预期的29.6亿美元。非GAAP每股收益4.10美元，较上年同期的1.90美元增长115%，大幅超过市场预期的3.51美元。GAAP每股收益为3.27美元，去年同期为1.57美元。上海证券表示，纳斯达克称闪迪于4月20日纳入纳斯达克100指数，标志着闪迪在全球数据存储与半导体领域的核心地位受益于存储芯片超级周期，闪迪2026财年第二财季财报称显示，公司营收为30.25亿美元，同比增长61%；GAAP口径下净利润为8.03亿美元，同比增长672%；GAAP口径下稀释后每股收益为5.15美元，同比增长615%；GAAP口径下毛利率为50.9%，相比上年同期提升18.6个百分点，超市场预期。宏观行业层面，AI需求驱动存储将持续高增。

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