闪迪和西部数据拖累芯片板块走低,因估值过高引发人工智能板块回调

路透中文
2 hours ago
BUZZ-<a href="https://laohu8.com/S/SNDK">闪迪</a>和<a href="https://laohu8.com/S/WDC">西部数据</a>拖累芯片板块走低,因估值过高引发人工智能板块回调

最新动态

8月6日 - ** 闪迪(SNDK.O)盘前交易中下跌近9%,西部数据(WDC.O)下跌逾14%,拖累其他芯片制造商股价走低,尽管两家公司均预测第一季度营收将高于华尔街预期

** 希捷科技STX.O)和美光科技MU.O)股价均下跌3.5%

** SK海力士 SKHY.O 在美上市股票下跌6%

** 英特尔 INTC.OAMD AMD.O 和 Marvell Technology MRVL.O 均下跌1%

** 由于今年以来股价大幅上涨,这些股票面临抛压;其中,闪迪累计上涨约469%,WDC累计上涨约201%,而纳斯达克指数同期涨幅仅为13.4% .IXIC

** 据伦敦证券交易所集团(LSEG)汇编的数据,闪迪预计 (link) 第一季度营收将在103.0亿至108.0亿美元之间,高于分析师预估的104.7亿美元

** 西部数据预计第一季度营收 (link) 为41亿美元,上下浮动1亿美元,而分析师预期为40.4亿美元

** 两家公司均继续受益于人工智能驱动的数据中心强劲需求

** 摩根大通的分析师表示,WDC短期出货量疲软与产品过渡有关,而非AI需求减弱;而闪迪不断扩大的长期供货协议使其盈利可见度提高,且盈利受周期性波动的影响较小

** 闪迪(SNDK)正将商业模式转向长期采购协议,以提高营收可预测性;首席执行官表示,2027财年一半的产量已通过此类协议售出

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