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花花不吃肉
做多闪迪$SNDK 的核心逻辑：Q4营收89.7亿美元，同比+372%，净利润69亿美元，同比扭亏；全年营收202.5亿美元，净利润114亿美元，毛利率达84.6%。数据中心业务全年增长437%，成为关键支柱。NAND价格持续上涨，原厂控货惜售，供需紧张格局预计延续至2027年。公司全年自由现金流114.9亿美元，回购45亿美元并新增140亿美元授权，股东回报强劲。
#闪迪存储业务高增长能否延续？
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