AI推理时代NAND大爆发 闪迪(SNDK.US)投资者日或揭开新增长曲线! 存储牛市等待下一个基本面催化

智通财经
Aug 13
【AI推理时代NAND大爆发 闪迪(SNDK.US)投资者日或揭开新增长曲线! 存储牛市等待下一个基本面催化】智通财经APP获悉,8月13日的闪迪投资者日或将成为存储芯片乃至全球AI算力产业链的重要催化剂,美国NAND存储芯片巨头闪迪(SNDK.US)此前公布的第二季度(该公司第四财经)业绩全线超预期,但是对于下一季度的营收与盈利展望略低于市场不断升级的预期,这也凸显出用于人工智能数据中心的企业级NAND存储芯片需求持续扩张,但是市场对于闪迪未来增长预期愈发严苛,稍不及预期就有可能引发股价剧烈震荡。管理层在“闪迪投资者日”释放出的任何增长前景强化信号或者NAND需求与技术迭代信号,都可能成为全球存储股延续反弹的“基本面确认器”。

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