Tiger Brokers

存储概念股持续受压 闪迪（SNDK）跌11.38%、SK海力士（SKHY）跌7.85%

金吾财讯
Oct 30

金吾财讯 | 存储概念股持续受压，截至发稿，闪迪（SNDK）跌11.38%，SK海力士（SKHY）跌7.85%，慧荣科技（SIMO）跌7.68%，Rambus（RMBS）跌7.09%，西部数据（WDC）跌6.50%，希捷科技（STX）跌6.50%，美光科技（MU）跌5.29%。消息面上，日本存储巨头铠侠新近披露不及预期第三财季业绩指引，进一步压制板块情绪。铠侠最新财报显示，第二财季（7-9月）营收达2.48万亿日元，同比增长453.2%，环比增长40.3%，高于公司此前给出的2.39万亿日元指引。期内，按国际财务报告准则，计营业利润为1.9947万亿日元；剔除特定项目后的调整后营业利润为1.9883万亿日元，同比增长2181.1%，环比增长49.9%，亦超越此前1.9万亿日元的指引，且基本符合分析师一致预期。调整后营业利润率进一步升至80.2%，而上一季度为75%。然而业绩指引方面，该公司预计，第三财季营收达到2.5万亿日元；调整后营业利润约2万亿日元，显著低于分析师预期的约2.35万亿日元。同时，公司第二财季仅846亿日元的资本支出，因大幅低于市场预期的1013亿日元，引发市场对其后续业务扩张忧虑。另一消息面上，RBC Capital分析师Srini Pajjuri在最新研报中，将闪迪目标价从1600美元下调至1400美元时表示，下调理由是该行业（存储芯片）的盈利倍数正在收缩。

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