SanDisk Corp(SNDK)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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SNDK SanDisk Corp

盘后交易 12-23 18:57:03 EST

244.90

+3.85

+1.60%

盘后244.01

-0.89-0.36%

18:56 EST

最高245.50	最低234.00	成交量529.92万
今开238.42	昨收241.05	日振幅4.77%
总市值358.91亿	流通市值336.47亿	总股本1.47亿
成交额12.75亿	换手率3.86%	流通股本1.37亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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2026年至2027年的盈利预期，并重申对该股的“买入”评级，目标价为260美元。分析师马克·米勒指出，当前强劲的行业景气度预计将持续到2026年之后，这为SanDisk的长期增长提供了有力支撑。此外，受同行美光科技业绩超预期的带动，SanDisk股价在上周最后两个交易日内累计上涨15%。自今年2月以每股36美元上市以来，该股已累计上涨约560%，最新报价为237.61美元。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"efb5ccb7e18ea460d4a4c149c5159009","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1151418720","title":"一周美股牛榜 | SanDisk、Moderna单周涨15%；嘉年华邮轮涨超12%；美光涨逾10%；AppLovin涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1151418720","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1151418720?lang=zh_cn&edition=full","pubTime":"2025-12-22 11:05","pubTimestamp":1766372700,"startTime":"0","endTime":"0","summary":"自2月13日以每股36美元上市以来，闪迪股价已累计上涨约560%，最新报237.61美元。该疫苗mRNA-1018有望成为首个进入关键性临床试验阶段的mRNA技术禽流感疫苗。受该消息刺激，莫德纳股价当周接近上涨15%。AppLovin股价当周上涨7.6%。","market":"us","thumbnail":"https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/b709e81a1b4f7405bf5e343b3c9425a7"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"8ea853fe19d6ed79624712550d8758af","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","CCL","APP","MU","MRNA"],"gpt_icon":0},{"id":"2593124720","title":"闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%","url":"https://stock-news.laohu8.com/highlight/detail?id=2593124720","media":"华尔街见闻","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2593124720?lang=zh_cn&edition=full","pubTime":"2025-12-22 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联手SK海力士开发HBF存储技术，SanDisk盘中大涨5.10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191579024","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1191579024?lang=zh_cn&edition=full","pubTime":"2025-12-19 22:38","pubTimestamp":1766155103,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大涨5.10%，成为存储概念股中的领涨者。消息面上，SanDisk宣布与SK海力士合作开发新型HBF存储技术，旨在解决AI大模型推理场景的内存容量瓶颈。该技术采用BiCS和CBA晶圆键合工艺，预计可将GPU存储容量提升至4TB，是现有HBM技术的8-16倍。这一突破性进展有望在AI推理任务中实现大规模应用，推动相关数据基础软件的发展。市场分析认为，此次合作进一步巩固了SanDisk在存储技术领域的领先地位，并增强了投资者对其在AI时代增长潜力的信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1108430932","title":"美股存储概念股盘初走强，美光科技、SanDisk涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1108430932","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1108430932?lang=zh_cn&edition=full","pubTime":"2025-12-19 22:34","pubTimestamp":1766154894,"startTime":"0","endTime":"0","summary":"12月19日，美股存储概念股盘初走强，$美光科技(MU)$、SanDisk涨超4%，$希捷科技(STX)$、$西部数据(WDC)$涨超2%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"ec26ccab40cc5bb27d9e8651dcddfe4a","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2286300806.USD","LU0792757196.USD","LU1267930813.SGD","LU0056508442.USD","LU1323610961.USD","LU0127658192.USD","LU2089985449.USD","IE00B7SZLL34.SGD","LU0719512351.SGD","BK4575","LU0642271901.SGD","LU2048586759.USD","BK4533","IE00B19Z3B42.SGD","MU","LU0889566641.SGD","SNDK","LU2360106780.USD","BK4588","LU1316542783.SGD","LU2211815571.USD","LU0274383776.USD","BK4532","BK4141","BK4605","BK4553","LU1366333091.USD","LU0203345920.USD","IE0002270589.USD","IE00B19Z3581.USD","BK4579","BK4554","BK4527","LU2931357623.SGD","LU0082616367.USD","BK4566","BK4543","LU1852331112.SGD","BK4585","BK4512","GB00BDT5M118.USD","LU0081259029.USD","LU0157215616.USD","LU0203347892.USD","LU2250418816.HKD"],"gpt_icon":0},{"id":"1190879326","title":"异动解读 | 内存行业景气度提升，SanDisk盘中大涨10.85%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190879326","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1190879326?lang=zh_cn&edition=full","pubTime":"2025-12-18 22:36","pubTimestamp":1766068573,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大涨10.85%，成为市场焦点。消息面上，内存行业龙头美光科技（MU）公布超预期的业绩与指引，并宣布提高资本支出，股价盘前飙升14%。这一利好消息带动了存储板块整体走强，SanDisk作为全球五大NAND闪存供应商之一，同步受益于行业景气度提升。SanDisk是垂直整合的NAND闪存供应商，其芯片广泛应用于消费电子、云存储等领域。近期内存芯片需求旺盛，叠加美光科技的乐观展望，市场对SanDisk的业绩增长预期显著增强。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6288db20bf96f9aa18b98c3633a1e4e0","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1140905332","title":"异动解读 | 芯片需求旺盛带动内存股，SanDisk盘前大涨5.4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140905332","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1140905332?lang=zh_cn&edition=full","pubTime":"2025-12-18 17:46","pubTimestamp":1766051202,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘前股价大涨5.4%，成为市场焦点。消息面上，由于芯片需求持续旺盛，内存行业龙头美光科技（MU）业绩与指引双双超预期，并宣布提高资本支出，股价盘前飙升9.44%。这一利好消息带动了内存板块整体走强，SanDisk作为全球五大NAND闪存供应商之一，同步受益于行业景气度提升。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1191558522","title":"异动解读 | 摩根大通看好存储市场，SanDisk盘中大涨5.11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1191558522","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1191558522?lang=zh_cn&edition=full","pubTime":"2025-12-15 22:38","pubTimestamp":1765809502,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大涨5.11%，成为存储板块中的领涨个股之一。消息面上，摩根大通发布最新研报，预测存储芯片市场将迎来史上最长景气周期。报告指出，AI推理需求激增（消耗内存为训练的3倍）和HBM产能挤占将导致DRAM供需缺口持续至2027年，预计2026年DRAM价格暴涨53%。这一乐观预期带动包括SanDisk在内的存储概念股集体走强。摩根大通特别强调，企业级存储市场（B2B）的强劲需求将完全抵消消费端压力，头部厂商市值有望从当前的1万亿美元增长50%至2027年的1.5万亿美元。SanDisk作为NAND闪存领域的重要厂商，直接受益于这一行业趋势。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9a5d4cac9b17222d9d4386efe1ba9d91","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1186724418","title":"美股存储概念股盘前集体走高！SanDisk涨近4%，美光科技、希捷科技涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1186724418","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1186724418?lang=zh_cn&edition=full","pubTime":"2025-12-15 21:42","pubTimestamp":1765806138,"startTime":"0","endTime":"0","summary":"12月15日，美股存储概念股盘前集体走高，SanDisk涨近4%，$美光科技(MU)$、$希捷科技(STX)$涨超2%，$西部数据(WDC)$涨近2%。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"42c718b1947f1d30b631eb06aef8d9b1","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","STX","SNDK","MU"],"gpt_icon":0},{"id":"2591939690","title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2591939690","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2591939690?lang=zh_cn&edition=full","pubTime":"2025-12-15 15:00","pubTimestamp":1765782000,"startTime":"0","endTime":"0","summary":"摩根大通预言存储芯片迎史上最长景气周期：头部厂商市值今年逼近万亿美元，2027年将飙至1.5万亿，涨幅超50%。HBM需求持续挤占传统DRAM产能，AI推理对内存消耗是训练3倍，供需缺口将延续至2027年。预测2026财年DRAM价格暴涨53%，企业级市场强劲将完全抵消消费端压力。","market":"fut","thumbnail":"https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/998fb08bd7507530b0405ee8e387d9bd"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761397","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761397","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"摩根大通2026年存储市场展望：今年巨头市值逼近1万亿美元，2027年1.5万亿美元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","MU","WDC","SNDK"],"gpt_icon":1},{"id":"1112980174","title":"异动解读 | 存储概念股普跌，SanDisk盘中大跌12.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=1112980174","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1112980174?lang=zh_cn&edition=full","pubTime":"2025-12-12 23:42","pubTimestamp":1765554143,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大跌12.75%，成为市场关注的焦点。消息面上，存储概念股普遍下跌，包括西部数据（WDC）、美光科技（MU）和希捷科技（STX）等均出现不同程度的下挫。这一现象表明，此次下跌可能是由于存储行业整体面临压力或市场情绪转变所致。目前尚未有具体的公司负面新闻传出，但行业整体的疲软表现可能是导致SanDisk股价大幅下跌的主要原因。市场将继续关注存储行业的后续动态。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37d7879f7dfa62508177ffc708643458","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1159653319","title":"存储概念股普跌，SanDisk大跌12%，西部数据跌超6%，美光跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1159653319","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1159653319?lang=zh_cn&edition=full","pubTime":"2025-12-12 23:39","pubTimestamp":1765553961,"startTime":"0","endTime":"0","summary":"希捷科技跌超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/1a0e1d4ff7c38950e057b4241b989665","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1a0e1d4ff7c38950e057b4241b989665"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"37d7879f7dfa62508177ffc708643458","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK","MU","STX","WDC"],"gpt_icon":0},{"id":"2590639825","title":"内存芯片价格飙涨400%！ 法巴：巨头停产旧型号 美光(MU.US)、Sandisk(SNDK.US)直接受益全球抢货潮","url":"https://stock-news.laohu8.com/highlight/detail?id=2590639825","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590639825?lang=zh_cn&edition=full","pubTime":"2025-12-11 10:43","pubTimestamp":1765421003,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，法国巴黎银行表示，随着人工智能推动内存行业进入“历史性上升周期”，美光科技和Sandisk有望持续受益。深入分析后，阿克曼表示，DRAM第四季度平均售价预计将环比上涨35%，2026年第一季度将环比上涨10%。NAND情况类似，预计第四季度价格上涨15%，下一季度上涨7%。内存芯片“超级周期”已至!分析师指出，加上手机销量超预期，这共同加剧了非HBM内存芯片的供应紧张，并推高了其价格。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0fd3445626f9b3c795e7a1ddeb587ea4","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1380237.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4579","BK4512","LU0203345920.USD","LU0792757196.USD","LU1267930813.SGD","BK4543","LU0642271901.SGD","MU","LU2360106780.USD","GB00BDT5M118.USD","LU2089985449.USD","BK4575","LU0274383776.USD","SNDK","LU0127658192.USD","LU0081259029.USD","LU0889566641.SGD","LU0203347892.USD","BK4588","LU0056508442.USD","LU0719512351.SGD","BK4585","LU0157215616.USD","BK4533","BK4527","IE0002270589.USD","BK4532","BK4141","BK4553","LU1323610961.USD","LU1852331112.SGD","LU2931357623.SGD","IE00B19Z3B42.SGD","LU1316542783.SGD","BK4605","LU1366333091.USD","LU2211815571.USD","LU2250418816.HKD","LU2048586759.USD","BK4566","LU2286300806.USD","LU0082616367.USD","IE00B7SZLL34.SGD","BK4554","IE00B19Z3581.USD","BK4170"],"gpt_icon":1},{"id":"1143208528","title":"异动解读 | NAND闪存短缺加剧，闪迪盘中大涨5.06%","url":"https://stock-news.laohu8.com/highlight/detail?id=1143208528","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1143208528?lang=zh_cn&edition=full","pubTime":"2025-12-11 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18:38","pubTimestamp":1765363112,"startTime":"0","endTime":"0","summary":"摩根大通报告指出，尽管闪迪受益于AI浪潮驱动的企业级SSD超级周期，但其在该高增长市场中份额仅2%-3%，处于行业跟随地位。同时，当前高利润环境本质上是行业周期性繁荣，随着2027年前后主要厂商启动新一轮产能扩张，供需结构将趋于宽松，届时行业可能重回“繁荣-萧条”周期。因此，公司短期超额利润不可持续，长期盈利能力预计将逐步向历史均衡水平回归。","market":"hk","thumbnail":"https://community-static.tradeup.com/news/8b0174a6dba4cc55f99a56ac0936a1db","type":0,"news_type":0,"thumbnails":["https://community-static.tradeup.com/news/8b0174a6dba4cc55f99a56ac0936a1db"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3761097","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3761097","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"gpt_icon":1},{"id":"1135656162","title":"美光NAND报价单月暴涨近50%，明年缺货将成为全面现象","url":"https://stock-news.laohu8.com/highlight/detail?id=1135656162","media":"老虎资讯综合","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1135656162?lang=zh_cn&edition=full","pubTime":"2025-12-10 17:58","pubTimestamp":1765360705,"startTime":"0","endTime":"0","summary":"3月起部分厂商无货可交。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["WDC","STX","SNDK","MU"],"gpt_icon":0},{"id":"1110593615","title":"异动解读 | 摩根大通给予中性评级，SanDisk盘中大跌5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110593615","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1110593615?lang=zh_cn&edition=full","pubTime":"2025-12-09 23:16","pubTimestamp":1765293399,"startTime":"0","endTime":"0","summary":"SanDisk Corp（SNDK）今日盘中大跌5.18%，成为市场关注的焦点。消息面上，摩根大通分析师Harlan Sur首次覆盖SanDisk，给予中性评级，并宣布目标价为235美元。这一评级可能引发了投资者的谨慎情绪，导致股价下跌。此外，美股存储概念板块今日集体走低，西部数据、美光科技、希捷科技等均跟跌，进一步加剧了SanDisk的跌幅。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2ad7af363d06a0ff4577e76adf38ae5d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"2590347649","title":"美股异动 | 存储概念股集体走低 SanDisk Corp(SNDK.US)跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2590347649","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590347649?lang=zh_cn&edition=full","pubTime":"2025-12-09 23:00","pubTimestamp":1765292402,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周二，美股存储概念板块集体走低，SanDisk Corp(SNDK.US)跌超4%，西部数据(WDC.US)、美光科技(MU.US)、希捷科技(STX.US)均跟跌。消息面上，摩根大通分析师Harlan Sur首次覆盖SanDisk，给予中性评级，并宣布目标价为235美元。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"2ad7af363d06a0ff4577e76adf38ae5d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1379607.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["SNDK","BK4170"],"gpt_icon":0},{"id":"1146264931","title":"异动解读 | 摩根大通给予中性评级，SanDisk盘中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1146264931","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1146264931?lang=zh_cn&edition=full","pubTime":"2025-12-08 23:58","pubTimestamp":1765209510,"startTime":"0","endTime":"0","summary":"SanDisk Corp (SNDK)今日盘中股价大跌5.05%，引起了市场的广泛关注。消息面上，摩根大通(JPM)今日发布研究报告，首次覆盖SanDisk并给予\"中性\"评级，目标价定为235美元。该目标价仅比前一交易日收盘价高出2.8%，显示分析师对该公司未来上涨空间持谨慎态度。摩根大通在报告中指出，虽然SanDisk的数据中心收入有望在2025财年实现显著增长，但认为目前的定价优势可能是暂时的。分析师预计未来的产能增长和需求放缓将限制其长期上涨空间。这一评级可能引发了投资者的抛售行为，导致股价大幅下跌。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0},{"id":"1174341690","title":"异动解读 | 闪迪盘中大涨5.09%，AI需求推动NAND闪存供应紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=1174341690","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1174341690?lang=zh_cn&edition=full","pubTime":"2025-12-04 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Corp，股票代码：SNDK）今日盘中大涨5.09%，成为市场关注的焦点。消息面上，近期NAND闪存市场供应紧张，价格大幅上涨。据报道，闪迪与三星等主要供应商延迟出货，且自10月起未向部分客户提供新芯片，导致市场供应恶化。此外，AI数据中心的快速扩张进一步加剧了NAND闪存的需求，推动价格单月上涨约50%。这一供需失衡的局面预计将持续3-5个月，市场对闪迪的盈利能力预期显著提升，从而带动股价上涨。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"1feaf38796460ca86ddc40dc00360977","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SNDK"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.sandisk.com;investor.sandisk.com","stockEarnings":[{"period":"1week","weight":0.1941},{"period":"1month","weight":0.2036},{"period":"3month","weight":1.2655},{"period":"6month","weight":4.1016},{"period":"1year","weight":5.8754},{"period":"ytd","weight":5.8754}],"compareEarnings":[{"period":"1week","weight":0.006},{"period":"1month","weight":0.0391},{"period":"3month","weight":0.0326},{"period":"6month","weight":0.128},{"period":"1year","weight":0.1585},{"period":"ytd","weight":0.1685}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"Sandisk 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