Post
还我一袋辣条
闪迪（SNDK）
闪迪眼下最割裂：财报炸裂，股价却腰斩。2027财年Q1营收110亿美元、净利81亿、毛利率85%，静态PE仅约6倍；但股价从2335美元跌到800美元区间。市场不是不信业绩，而是在为“85%毛利率不可持续”提前定价。NAND供需缺口或延续至2027上半年，可2028年后供给释放、长江存储企业级突破，都是远期折价来源。机构分歧不在方向，在倍数收缩。后续盯三点：合约价涨幅是否收敛、新增产能是否前移、长存在企业级SSD的实质进展。6倍PE的“便宜”和股价的“弱势”，短期还会共存。
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
$74,711.9+0.01%
ETH/USDTEthereum
$2,080.32+0.00%
SOL/USDTSolana
$84.96+0.00%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged
2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030
3#NebiusAI cloud business rapid growth faces earnings report test