金吾财讯 | 今日，闪迪发布2026财年Q3财报，数据全面碾压市场预期：营收59.5亿美元，同比大增97%，较分析师预期高出16%；毛利率达70%，远超预期的61%；每股收益23.41美元，同比暴增120%，超预期37%。核心驱动来自数据中心业务，该板块收入单季翻三倍，AI服务器存储需求爆发式增长。
财报发布后，高盛将其12个月目标价从700美元大幅上调至1200美元，EPS预测平均上调约55%；Susquehanna更是直接将目标价从1000美元翻倍至2000美元，强调存储芯片供需紧张格局将持续至2027年，公司定价权与业绩高增具备强持续性。尽管盘初受获利了结影响大跌6%，但资金迅速回流，收盘大涨8%创历史新高，市场对AI存储赛道的长期信心十足。
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