伏牛山南小牧童的个人主页 - 老虎社区

伏牛山南小牧童

伏牛山南小牧童

永远满仓，永远热泪盈眶

IP属地：云南

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伏牛山南小牧童

2025-10-07

$特斯拉(TSLA)$ [开心] [开心] [开心]

伏牛山南小牧童

02-04

$闪迪(SNDK)$ $澜起科技(06809)$ $黄金ETF-SPDR(GLD)$

伏牛山南小牧童

2025-08-15

$银诺医药－Ｂ(02591)$ 还没卖的怎么办[流泪]

伏牛山南小牧童

02-05

伏牛山南小牧童

02-02

$Destiny Tech100 Inc(DXYZ)$ 这个**上市前要减持[开心] [微笑] [微笑] [微笑]

伏牛山南小牧童

01-24

[开心]

SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年

伏牛山南小牧童

2025-10-24

看了下，亏成狗🐶

伏牛山南小牧童

2025-10-21

$广和通(00638)$ 垃圾垃圾

伏牛山南小牧童

2025-10-02

[龇牙] [龇牙] [龇牙] [龇牙]

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18:05","market":"us","language":"zh","title":"SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=1174762244","media":"智通财经","summary":"未来可能会出现巨大的盈利超预期。","content":"<html><head></head><body><p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。</p><p style=\"text-align: justify;\">这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 和 <a href=\"https://laohu8.com/S/MU\">美光科技</a>等股票已处于有望获得显著增长的有利位置。</p><p style=\"text-align: justify;\">Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”</p><p style=\"text-align: justify;\">这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。</p><p style=\"text-align: justify;\">“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。</p><p style=\"text-align: justify;\">据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 5%。</p><p style=\"text-align: justify;\">他警告称：“在高端市场，价格会更高;而在低端市场，你会看到存储配置的‘降级’。”</p><p style=\"text-align: justify;\">供应限制非常严重，Muse 提到最近在一次会议上，美光讨论了其“无法提供某些大客户所请求的 30% 到 50% 的需求”。建立一个新的绿色字段晶圆厂需要两年以上的时间，这意味着三星和 SK 海力士增加产能的努力最早也要到 2027 年初才能缓解短缺。</p><p style=\"text-align: justify;\">考虑到高带宽内存(HBM)和智能体驱动的 AI 服务器带来的额外需求，Muse 认为短缺问题直到 2028 年才能得到完全解决。</p><p style=\"text-align: justify;\">“这绝对是一个与我见过的任何其他周期都不同的周期，”他总结道，“我确实认为这次的峰值市盈率会更高，且我认为盈利峰值不会出现在 26 年，而是在 27 年，这意味着仍有上涨空间。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 18:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1396685.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1396685.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421","relate_stocks":{"SNDK":"闪迪"},"source_url":"https://www.zhitongcaijing.com/content/detail/1396685.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1174762244","content_text":"根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 5%。他警告称：“在高端市场，价格会更高;而在低端市场，你会看到存储配置的‘降级’。”供应限制非常严重，Muse 提到最近在一次会议上，美光讨论了其“无法提供某些大客户所请求的 30% 到 50% 的需求”。建立一个新的绿色字段晶圆厂需要两年以上的时间，这意味着三星和 SK 海力士增加产能的努力最早也要到 2027 年初才能缓解短缺。考虑到高带宽内存(HBM)和智能体驱动的 AI 服务器带来的额外需求，Muse 认为短缺问题直到 2028 年才能得到完全解决。“这绝对是一个与我见过的任何其他周期都不同的周期，”他总结道，“我确实认为这次的峰值市盈率会更高，且我认为盈利峰值不会出现在 26 年，而是在 27 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18:05","market":"us","language":"zh","title":"SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年","url":"https://stock-news.laohu8.com/highlight/detail?id=1174762244","media":"智通财经","summary":"未来可能会出现巨大的盈利超预期。","content":"<html><head></head><body><p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。</p><p style=\"text-align: justify;\">这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 <a href=\"https://laohu8.com/S/SNDK\">SanDisk Corp</a> 和 <a href=\"https://laohu8.com/S/MU\">美光科技</a>等股票已处于有望获得显著增长的有利位置。</p><p style=\"text-align: justify;\">Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”</p><p style=\"text-align: justify;\">这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。</p><p style=\"text-align: justify;\">“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。</p><p style=\"text-align: justify;\">据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 5%。</p><p style=\"text-align: justify;\">他警告称：“在高端市场，价格会更高;而在低端市场，你会看到存储配置的‘降级’。”</p><p style=\"text-align: justify;\">供应限制非常严重，Muse 提到最近在一次会议上，美光讨论了其“无法提供某些大客户所请求的 30% 到 50% 的需求”。建立一个新的绿色字段晶圆厂需要两年以上的时间，这意味着三星和 SK 海力士增加产能的努力最早也要到 2027 年初才能缓解短缺。</p><p style=\"text-align: justify;\">考虑到高带宽内存(HBM)和智能体驱动的 AI 服务器带来的额外需求，Muse 认为短缺问题直到 2028 年才能得到完全解决。</p><p style=\"text-align: justify;\">“这绝对是一个与我见过的任何其他周期都不同的周期，”他总结道，“我确实认为这次的峰值市盈率会更高，且我认为盈利峰值不会出现在 26 年，而是在 27 年，这意味着仍有上涨空间。”</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>SanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nSanDisk单季EPS或冲10–12美元，预计存储行业盈利峰值将延至2027年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 18:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1396685.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1396685.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47e2fa8cc8f3c9e982402d0bcd45b421","relate_stocks":{"SNDK":"闪迪"},"source_url":"https://www.zhitongcaijing.com/content/detail/1396685.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1174762244","content_text":"根据 Cantor Fitzgerald 高级分析师 CJ Muse 的观点，人工智能将在整个 2026 年和 2027 年面临严重的存储短缺。这种短缺预计将为存储芯片制造商创造“巨大的盈利能力”，像 SanDisk Corp 和 美光科技等股票已处于有望获得显著增长的有利位置。Muse 表示，本轮存储周期与以往周期有着本质的不同。“从 NAND 的角度来看，我们基本上处于长达七年的下行周期中，”Muse 解释道，“因此，没有任何 NAND 厂商有增加产能的紧迫感。而当你叠加上来自人工智能的增量增长时，我认为我们在整个 26 年和 27 年都将处于供应不足的状态。”这位分析师指出，未来可能会出现巨大的盈利超预期。他指出，闪迪在 3 月季度的每股收益可能达到 10 至 12 美元，远超市场约 4 美元的预期。“当你思考半导体领域这种地震级的业绩超预期时，我会联想到去年 12 月的美光以及三年前的英伟达，当时也出现了类似幅度的重大业绩突破，”Muse 说道。据 Muse 称，存储短缺也将直接影响到普通消费者。他预计，今年个人电脑(PC)的出货量将下降 10%，而智能手机的出货量将下降至少 5%。他警告称：“在高端市场，价格会更高;而在低端市场，你会看到存储配置的‘降级’。”供应限制非常严重，Muse 提到最近在一次会议上，美光讨论了其“无法提供某些大客户所请求的 30% 到 50% 的需求”。建立一个新的绿色字段晶圆厂需要两年以上的时间，这意味着三星和 SK 海力士增加产能的努力最早也要到 2027 年初才能缓解短缺。考虑到高带宽内存(HBM)和智能体驱动的 AI 服务器带来的额外需求，Muse 认为短缺问题直到 2028 年才能得到完全解决。“这绝对是一个与我见过的任何其他周期都不同的周期，”他总结道，“我确实认为这次的峰值市盈率会更高，且我认为盈利峰值不会出现在 26 年，而是在 27 年，这意味着仍有上涨空间。”","news_type":1,"symbols_score_info":{"SNDK":2}},"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492667487367216,"gmtCreate":1761300972128,"gmtModify":1761301942318,"author":{"id":"4210045775658570","authorId":"4210045775658570","name":"伏牛山南小牧童","avatar":"https://static.tigerbbs.com/74e51e1ca03ee2a5064819f996a5f80c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210045775658570","idStr":"4210045775658570"},"themes":[],"htmlText":"看了下，亏成狗🐶","listText":"看了下，亏成狗🐶","text":"看了下，亏成狗🐶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492667487367216","isVote":1,"tweetType":1,"viewCount":1048,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491586314354784,"gmtCreate":1761037479763,"gmtModify":1761038274026,"author":{"id":"4210045775658570","authorId":"4210045775658570","name":"伏牛山南小牧童","avatar":"https://static.tigerbbs.com/74e51e1ca03ee2a5064819f996a5f80c","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210045775658570","idStr":"4210045775658570"},"themes":[],"htmlText":"<a 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