股价大涨14%!闪迪看好AI推理拉动存储需求 未来三年营收“中高两位数”增长

澎湃新闻
Aug 14

美国闪存产品厂商闪迪(Sandisk)释放出了远超市场预期的业绩指引。  当地时间8月13日,闪迪在2026年投资者日上公布了一套看至2030财年的增长策略及长期财务模型。该公司预计,2028财年至2030财年的营收将保持“中高两位数”增长,调整后毛利率维持在约80%,调整后营业利润率约75%,调整后自由现金流率约50%。  闪迪同时表示,在完成业务投资后,公司计划将“100%的剩余现金”回馈股东...

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