西部数据（WDC）盘前挫逾15% 第四财季股东应占利润狂增1215% 惟市场忧虑增长可持续性

金吾财讯

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金吾财讯 | 西部数据（WDC）美股盘前股价挫逾15%，截至发稿，暂报440.10美元，下跌15.04%。消息面上，西部数据于周三盘后发布了强劲财报。第四财季，按GAAP口径计算，公司归属于普通股股东的净利润达到31.95亿美元，而去年同期为2.43亿美元，同比增长1215%；调整后每股收益为3.56美元，超过市场预期的3.31美元。剔除部分一次性项目后，公司调整后净利润为13.82亿美元，同比增长130%，调整后每股收益同比增长109%。期内，公司营收达到37.47亿美元，同比增长44%，高于分析师预期的约36.8亿美元。2026财年，公司全年归属于普通股股东的GAAP净利润达到92.98亿美元，同比增长481%；调整后净利润达到38.83亿美元，同比增长120%。全年营收达到129.19亿美元，同比增长36%。对于2027财年第一季度，西部数据预计营收介于40亿至42亿美元之间（中值41亿美元），高于分析师一致预期的40.4亿美元；每股收益介于3.85至4.15美元，高于分析师预期的3.77美元。尽管业绩与业绩指引均超预期，但业内人士指出，市场对AI相关公司的要求正在提高，单季度利润增长已经不足以推动股价持续上涨，投资者更加关注未来几个季度的订单趋势、利润率变化以及AI数据需求的持续性。换而言之，公司仍需要证明未来增长速度能够匹配当前估值。

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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n西部数据（WDC）盘前挫逾15% 第四财季股东应占利润狂增1215% 惟市场忧虑增长可持续性\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-06 16:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/WDC\">西部数据</a>（WDC）美股盘前股价挫逾15%，截至发稿，暂报440.10美元，下跌15.04%。消息面上，西部数据于周三盘后发布了强劲财报。第四财季，按GAAP口径计算，公司归属于普通股股东的净利润达到31.95亿美元，而去年同期为2.43亿美元，同比增长1215%；调整后每股收益为3.56美元，超过市场预期的3.31美元。剔除部分一次性项目后，公司调整后净利润为13.82亿美元，同比增长130%，调整后每股收益同比增长109%。期内，公司营收达到37.47亿美元，同比增长44%，高于分析师预期的约36.8亿美元。2026财年，公司全年归属于普通股股东的GAAP净利润达到92.98亿美元，同比增长481%；调整后净利润达到38.83亿美元，同比增长120%。全年营收达到129.19亿美元，同比增长36%。对于2027财年第一季度，西部数据预计营收介于40亿至42亿美元之间（中值41亿美元），高于分析师一致预期的40.4亿美元；每股收益介于3.85至4.15美元，高于分析师预期的3.77美元。尽管业绩与业绩指引均超预期，但业内人士指出，市场对AI相关公司的要求正在提高，单季度利润增长已经不足以推动股价持续上涨，投资者更加关注未来几个季度的订单趋势、利润率变化以及AI数据需求的持续性。换而言之，公司仍需要证明未来增长速度能够匹配当前估值。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"303490","article_id":"2657055686","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2657055686","pubTimestamp":1786006721,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 西部数据 美股盘前股价挫逾15%，截至发稿，暂报440.10美元，下跌15.04%。消息面上，西部数据于周三盘后发布了强劲财报。第四财季，按GAAP口径计算，公司归属于普通股股东的净利润达到31.95亿美元，而去年同期为2.43亿美元，同比增长1215%；调整后每股收益为3.56美元，超过市场预期的3.31美元。剔除部分一次性项目后，公司调整后净利润为13.82亿美元，同比增长130%，调整后每股收益同比增长109%。全年营收达到129.19亿美元，同比增长36%。","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Western Digital (WDC) fell more than 15% premarket, profit attributable to shareholders jumped 1215% in fiscal fourth quarter, but the market was worried about growth sustainability","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a899eb3aaa8093fddbe6b6152ca511f7","symbols_score_info":{"CGGO":0.6,"FCUS":0.6,"COWG":0.6,"WDCX":0.6,"WDC":1.97,"QQQG":0.6,"FDTX":0.6,"PTF":0.6,"CNEQ":0.6,"CNAV":0.6},"content_text":"金吾财讯 | 西部数据（WDC）美股盘前股价挫逾15%，截至发稿，暂报440.10美元，下跌15.04%。消息面上，西部数据于周三盘后发布了强劲财报。第四财季，按GAAP口径计算，公司归属于普通股股东的净利润达到31.95亿美元，而去年同期为2.43亿美元，同比增长1215%；调整后每股收益为3.56美元，超过市场预期的3.31美元。剔除部分一次性项目后，公司调整后净利润为13.82亿美元，同比增长130%，调整后每股收益同比增长109%。期内，公司营收达到37.47亿美元，同比增长44%，高于分析师预期的约36.8亿美元。2026财年，公司全年归属于普通股股东的GAAP净利润达到92.98亿美元，同比增长481%；调整后净利润达到38.83亿美元，同比增长120%。全年营收达到129.19亿美元，同比增长36%。对于2027财年第一季度，西部数据预计营收介于40亿至42亿美元之间（中值41亿美元），高于分析师一致预期的40.4亿美元；每股收益介于3.85至4.15美元，高于分析师预期的3.77美元。尽管业绩与业绩指引均超预期，但业内人士指出，市场对AI相关公司的要求正在提高，单季度利润增长已经不足以推动股价持续上涨，投资者更加关注未来几个季度的订单趋势、利润率变化以及AI数据需求的持续性。换而言之，公司仍需要证明未来增长速度能够匹配当前估值。","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}