存储的营收不及预期到_老虎社区_美港股上老虎 - 老虎社区

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存储的营收不及预期到底是卖不出去造成的还是产量已达上限产不出来造成的？

异动解读｜闪迪盘中下跌4.5%，铠侠财报不及预期拖累存储板块叠加财报前不确定性

8月3日，闪迪盘中下跌4.5%，报1162.93美元/股，成交额13.34亿美元。消息面上，存储芯片板块整体走弱主要受铠侠财报不及预期影响。与此同时，闪迪将于8月5日盘后发布财季业绩，市场预期营收83.94亿美元、调整后EPS为34.45美元，在7月累计下跌47%的背景下，投资者对财报能否验证AI存储需求可持续性持观望态度，临报前多空博弈显著加剧。

异动解读｜闪迪盘中下跌4.5%，铠侠财报不及预期拖累存储板块叠加财报前不确定性

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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