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怀特星骑马的芒果

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- 怀特星骑马的芒果怀特星骑马的芒果
  ·12-22
  闪迪⚡
  闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%
  闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。
  闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%
  217 评论
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- 怀特星骑马的芒果怀特星骑马的芒果
  ·12-08
  咖啡因含量特别高
  异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧
  今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。
  异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧
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- 怀特星骑马的芒果怀特星骑马的芒果
  ·2021-06-12
  这篇文章不错，转发给大家看看
  老虎七周年：在全球与你不期而遇
  老虎七周年：在全球与你不期而遇
  3,040 评论
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style=\"text-align: justify;\">Benchmark研究分析师Mark Miller在最新报告中指出，<strong>当前由AI驱动的高景气供需格局预计将持续至2026年之后。</strong>基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。</p><p style=\"text-align: justify;\"><strong>闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。</strong>预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。</p><h2 id=\"id_1674793170\" style=\"text-align: left;\">BiCS8技术构筑竞争壁垒</h2><p style=\"text-align: justify;\"><strong>闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。</strong>花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。</p><p style=\"text-align: justify;\">在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。</p><p style=\"text-align: justify;\">面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。</p><h2 id=\"id_4070162504\" style=\"text-align: left;\">PC更新周期提振边缘业务</h2><p style=\"text-align: justify;\">边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。</p><p style=\"text-align: justify;\">与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。</p><p style=\"text-align: justify;\">消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD Express卡在第一季度售出90万张。此外，公司近期还发布了适用于ROG Ally及Xbox的专用存储卡，进一步巩固其在游戏存储市场的竞争力。</p></body></html>","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>闪迪强势回归：AI拉动闪存需求，两年营收或暴增76%</title>\n<style 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href=\"https://wallstreetcn.com/articles/3761801\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SNDK":"SanDisk Corp"},"source_url":"https://wallstreetcn.com/articles/3761801","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593124720","content_text":"闪迪自今年2月重返公开市场后，股价已上涨约560%，并被纳入标普500指数。独立研究机构Benchmark预测其两年内营收有望增长76%，主要受AI驱动的高性能闪存需求拉动。其BiCS8技术正加速渗透数据中心市场，边缘业务也受益于PC换机与AI终端普及，消费端游戏存储合作同步增长。自今年2月重返公开市场以来，闪迪(Sandisk)凭借人工智能驱动的强劲需求迎来爆发式增长。机构预测，其营收有望在两年内实现高达76%的增长，股价表现更是远超行业平均水平。这家从西部数据独立出来的闪存制造商，正充分受益于AI数据密集型工作负载所带来的结构性机遇以及供给相对受限的市场格局。自今年年初以来，闪迪股价已累计上涨约560%。近期在美光科技发布超预期财报的提振下，其股价走势进一步走强。公司已于去年11月被正式纳入标普500指数。Benchmark研究分析师Mark Miller在最新报告中指出，当前由AI驱动的高景气供需格局预计将持续至2026年之后。基于这一判断，该机构维持对闪迪的“买入”评级及260美元目标价，并同步上调了其2026财年与2027财年的盈利预测。闪迪的业绩增长前景，突显了AI基础设施投资热潮对上游存储产业链的强劲拉动。预计到2030年，数据中心及AI相关基础设施投资规模将突破1万亿美元，这为闪迪高容量、高能效的固态硬盘(SSD)产品提供了持续且广阔的市场空间。BiCS8技术构筑竞争壁垒闪迪的企业级固态硬盘（eSSD）业务虽尚处发展早期，但其BiCS8技术正逐步构建差异化的竞争力。花旗分析指出，此类产品作为数据中心主流闪存解决方案，将持续受益于行业整体供应偏紧的格局，尤其是超大规模云服务商对生成式AI训练与推理服务的强劲需求，将有力支撑eSSD市场的长期增长。在2026财年第一季度，BiCS8技术已占公司总出货存储容量的15%，并预计在本财年结束前成为产能的主导部分。该技术的商业化推进直接带动了数据中心业务增长，该业务板块当季营收达2.69亿美元，环比增长26%。目前，全球范围内包括超大规模云服务商、新兴云服务提供商及OEM客户对BiCS8产品的关注度持续提升。面向未来，闪迪专为数据中心设计的高性能SSD产品线Stargate有望在现有客户中进一步扩大采用份额。此外，公司与SK海力士合作推进的高带宽闪存技术，也将为数据中心及边缘设备的AI推理场景提供更高性能的存储支持。PC更新周期提振边缘业务边缘业务已成为闪迪重要的增长动力。在2026财年第一季度，该业务实现营收13.9亿美元，环比增长26%，同比增长30%。增长主要受益于Windows 11升级带动的PC换机周期，预计2025年至2026年全球PC出货量将维持低个位数增长，同时单机平均存储容量有望实现中个位数提升。与此同时，生成式AI在PC与智能手机端的加速普及，为闪迪开辟了新的增长空间。预计今明两年智能手机平均存储容量将保持高个位数增长。公司判断，随着终端设备升级节奏加快，边缘业务将持续扩张，并进一步带动每设备NAND存储搭载量的提升。消费业务同样表现亮眼。第一季度该板块销售额达6.52亿美元，同比增长27%，环比增长11%。增长主要得益于与任天堂的合作——联名推出的Switch 2 microSD 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22:33","market":"nz","language":"zh","title":"异动解读 | 霸王茶姬盘中大跌5.82%，国内GMV下滑与分红争议引担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1188165596","media":"异动解读","summary":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","content":"<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>","source":"ai_movement_cn","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\" 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22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。</p><p>消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。</p><p>尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188165596","content_text":"今日盘中，霸王茶姬（CHA）股价大幅下跌5.82%，引发市场关注。消息面上，公司最新财报显示，第三季度国内GMV同比下滑6.2%，主要受外卖平台补贴竞争影响。此外，公司宣布派发1.77亿美元特别股息，但创始人独占过半分红的结构引发投资者对中小股东权益的担忧。尽管海外GMV连续两季度增长超75%，但缓慢的产品更新节奏（半年仅4款新品）与国内市场的疲软表现，叠加市值较上市高点蒸发近340亿元的背景，共同构成了本次股价下行的压力。","news_type":1,"symbols_score_info":{"CHA":1}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186148218,"gmtCreate":1623480993834,"gmtModify":1623480993834,"author":{"id":"3461311533630585","authorId":"3461311533630585","name":"怀特星骑马的芒果","avatar":"https://static.tigerbbs.com/023c0acad9bae7e29f381a1e88cfca49","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3461311533630585","idStr":"3461311533630585"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186148218","repostId":"16226253307800","repostType":17,"repost":{"id":659,"live_id":"16226253307800","type":0,"live_form":0,"category_id":13,"category_name":"热点活动","material_type":0,"regions":[3,1,7,2],"title":"老虎七周年：在全球与你不期而遇","title_en":"","status":3,"abstract_en":[],"description_html":"","description_html_en":"","source_url":"https://lpl27170.laohu8.com/live/all.m3u8","video_url":"","live_img_url":"https://static.tigerbbs.com/15c8932cbfaf7db8777884709a89234c","live_img_url_en":"","activate_content":true,"expected_time":1623477600974,"time_remain":-143714531110,"start_time":0,"end_time":0,"user_counter":"269070","symbols":[],"speaker_info":[],"abstract":["最美的相遇，是不期而遇；\n老虎证券刚迎来7岁生日。","和光同尘，与时舒卷；\n从中国走向全球，老虎从不忘科技让投资更美好的初心。","目光如炬，坚定不移；\n翻开下一个7年，老虎一如既往与你携手并进共创奇迹。","北京时间 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