下周财报季重头戏一览:SpaceX,AMD,Plantir,闪迪与西部数据

智通财经
Aug 02
【下周财报季重头戏一览:SpaceX,AMD,Plantir,闪迪与西部数据】 本周,市场将迎来一系列备受关注的公司财报。 周一:Palantir。作为此前受AI浪潮推动最明显的标的之一,Palantir的业绩增速能否匹配其目前高企的估值,将直接反映出AI应用端的成色。投资者将重点观察政府与商业客户的合同扩张、AIP平台落地进度,以及全年指引是否上调。近期股价波动较大,财报后波动率预期较高。 周二:AMD与SpaceX。其中,AMD的财报将成为全周的重头戏。在存储芯片巨头上周释放积极信号后,AMD的表现将成为AI芯片需求是否持续火热的“风向标”。而SpaceX也将发布上市以来的首份财报,财报发布两天后还将迎来多达9.115亿股股票解禁,将创美股史上最大单股解禁洪峰,对SpaceX和纳斯达克构成流动性压力测试。 周三,礼来、 诺和诺德、闪迪、 西部数据。前两者于盘前发布的财报将揭开减肥药市场的最新战况。而闪迪、 西部数据于盘后的财报将直接影响存储板块情绪。闪迪此前因AI存储需求预期大幅波动,市场预计其营收与利润将受益于企业级SSD和HBM相关需求。西部数据则关注HDD与闪存业务的平衡,以及数据中心存储需求的持续性。

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