Post
Ryan999999
Show original
🔥 闪迪财报即将引爆市场？AI存储芯片或迎来新一轮爆发！
🚀 营收暴涨51%！数据中心业务狂飙103%！闪迪（SNDK）这次真的不简单！
据欧易平台文章分析，闪迪即将于10月29日公布财报，市场关注的焦点不仅是它能否超出预期，更是AI浪潮能否继续推动存储芯片行业爆发。
📈 上季度闪迪营收高达8.965亿美元，环比增长51%，同比增长372%！其中数据中心业务营收达到2.977亿美元，同比增长103%！
更值得关注的是，文章提到，公司本季度营收预期达到10.3亿至10.8亿美元，调整后每股收益预计为4.4至4.6美元。
💥 为什么说AI存储芯片可能成为下一个市场风口？
因为AI拼的不只是算力，还有存储能力！
AI服务器需要存储，云计算需要存储，数据中心扩张更离不开存储。随着AI产业持续发展，高性能存储芯片的重要性正在不断提升。
⚠️ 但真正的关键来了！
🔥 我的观点：AI时代，算力决定速度，存储决定数据能走多远。闪迪值得关注，但真正的机会属于能够持续兑现业绩的企业！
📌 10月29日，重点关注闪迪财报
八佰哥爱理财
SanDisk earnings report is about to be released! Brother Baibai: I still firmly believe in the future of storage chips!
Breaking news! SanDisk (SNDK) is set to announce its fiscal 2027 Q1 earnings on October 29 U.S. time. This time, I believe it’s not just an ordinary earnings report, but an important moment to test the global super boom cycle of storage chips!
Why has Brother Baibai always been optimistic about SanDisk? Because I have always believed that in the era of artificial intelligence, the value of storage chips is being redefined!
Let’s first look at last quarter’s data: SanDisk’s revenue reached $8.965 billion, a 51% quarter-over-quarter increase and a 372% year-over-year increase! Among that, data center business revenue hit $2.977 billion, a 103% quarter-over-quarter increase!
What does this mean? It shows that the storage demand driven by AI has truly been reflected in the company’s performance!
More importantly, the company previously forecasted this quarter’s revenue to reach $10.3 billion to $10.8 billion, with adjusted earnings per share expected to be $44 to $46.
If this earnings report once again exceeds market expectations, then the market will have to reassess SanDisk’s future profitability.
Why am I so optimistic about the storage industry?
Because AI servers need storage, cloud computing needs storage, and data center expansion also requires storage. The stronger the computing power and the more data there is, the greater the demand for high-performance storage!
In my view, SanDisk is no longer just a traditional storage company, but a key enterprise to watch in the AI infrastructure industry chain.
$SNDK
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,927.1+0.00%
ETH/USDTEthereum
$2,241.08+0.00%
SOL/USDTSolana
$90.21-0.01%
Today’s market buzz
1#USJobsBeatExpectations
2#ChipStocksFallOver12%
3#USCongressIranOutlook
