美股详情

本页面由Tiger Fintech (Singapore) Pte. Ltd.提供服务

SanDisk Corp

278.51

+24.409.60%

成交量：288.06万

成交额：7.80亿

市值：408.17亿

市盈率：-23.24

高：280.00

开：253.59

低：253.00

收：254.16

52周最高：284.76

52周最低：27.89

股本：1.47亿

流通股本：1.37亿

量比：3.52

换手率：2.10%

股息：- -

股息率：- -

每股收益(TTM):-11.9859

每股收益(LYR):-11.3172

净资产收益率：-16.18%

总资产收益率：1.81%

市净率：4.35

市盈率(LYR):-24.61

数据加载中...

总览公司新闻资讯公告

美股夜盘｜存储概念股普涨，SanDisk涨5%；加密货币概念股集体走高，Bit Digital涨超10%

老虎资讯综合

涨幅高达50%！存储芯片大厂SanDisk大幅上调NAND闪存合约价格

【招商电子】闪迪25Q3跟踪报告：25Q3收入及毛利率超指引上限，上修2026年全年需求增速指引

涨幅高达50%！闪存龙头最新合约价暴涨

闪迪大幅上调NAND闪存价格供应链集体应对市场变动

替代HBM，存储大厂们进军HBF技术

电子发烧友

国投证券-电子行业周报：AWS与OpenAI达成多年战略合作，闪迪预计NAND供不应求趋势持续-251108

股价飙升15.31%！炸裂！闪迪业绩大超预期：净利暴涨300%、NAND卖断货！

美股成交额TOP 20 | 特斯拉跌超3%，SanDisk涨超15%创新高；英伟达顽强收涨，盘中一度跌超4%

环球市场播报

异动解读 | 闪迪股价盘中大涨11.80%，Q1业绩超预期且NAND闪存需求强劲

SanDisk盘初大幅波动，从跌1%转为涨7%，Q1营业利润激增878%

老虎资讯综合

Sandisk Corporation盘中异动早盘股价大涨5.00%

数据存储龙头SanDisk盘前一度转跌，交易初期曾大涨超12%

老虎资讯综合

BUZZ-Sandisk 第一季度营收增长

SanDisk Corp(SNDK)第一季营业利润环比激增878%

盘前异动｜绩优股普涨，Expedia大涨16%，马斯克天价薪酬获批特斯拉涨2%

老虎资讯综合

异动解读 | 闪迪盘前大涨11.68%，超预期业绩和AI存储需求推动股价创新高

长电科技荣获闪迪全球“战略合作伙伴”奖

美股夜盘 | 特斯拉、英特尔涨超2%；Opendoor绩后跌超15%，Block跌超11%

老虎资讯综合

异动解读 | SanDisk股价夜盘大涨7.28%，Q1业绩超预期，AI驱动存储需求激增

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www-web.itiger.com/hans/stock/SNDK/news?page=3"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental","symbol":"SNDK","isAnalysisPage":false},"__swrFallback__":{"@#url:\"https://hq.skytigris.cn/stock_info/detail/global\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SNDK\",,,,,undefined,":{"symbol":"SNDK","market":"US","secType":"STK","nameCN":"SanDisk Corp","latestPrice":278.56,"timestamp":1763390904941,"preClose":254.16,"halted":0,"volume":2880713,"delay":0,"floatShares":137391714,"shares":146553179,"eps":-11.985886,"marketStatus":"交易中","change":24.4,"latestTime":"11-17 09:48:25 EST","open":253.59,"high":280,"low":253,"amount":779654660.4974599,"amplitude":0.106232,"askPrice":278.8,"askSize":35,"bidPrice":278.51,"bidSize":1099,"shortable":3,"etf":0,"ttmEps":-11.985886,"tradingStatus":2,"nextMarketStatus":{"tag":"盘后交易","tradingStatus":3,"beginTime":1763413200000},"marketStatusCode":2,"adr":0,"exchange":"NASDAQ","adjPreClose":254.16,"preHourTrading":{"tag":"盘前","latestPrice":253.25,"preClose":254.16,"latestTime":"09:29 EST","volume":150743,"amount":38626858.14559,"timestamp":1763389799999},"postHourTrading":{"tag":"盘后","latestPrice":258.4,"preClose":254.16,"latestTime":"19:59 EST","volume":102660,"amount":26266010.4056,"timestamp":1763168398608},"volumeRatio":3.522752,"impliedVol":1.2153,"impliedVolPercentile":0.9669},"@#url:\"https://hq.skytigris.cn/stock_info/fundamental/all\",params:#delay:false,,method:\"POST\",data:#items:@#symbol:\"SNDK\",,,,,undefined,":{"symbol":"SNDK","floatShares":137391714,"roa":"1.81%","roe":"-16.18%","lyrEps":-11.317241,"volumeRatio":3.522614,"shares":146553179,"dividePrice":0,"high":280,"amplitude":0.106232,"preClose":254.16,"low":253,"week52Low":27.885,"pbRate":"4.35","psRate":"5.25","week52High":284.7599,"institutionHeld":0.952,"latestPrice":278.51,"committee":0.938272,"eps":-11.985886,"divideRate":0,"volume":2880600,"delay":0,"ttmEps":-11.985886,"open":253.59,"prevYearClose":35.06,"prevWeekClose":254.16,"prevMonthClose":199.33,"prevQuarterClose":112.2,"fiveDayClose":267.95,"twentyDayClose":148.04,"sixtyDayClose":46.37},"@#url:\"https://hq.skytigris.cn/fundamental/corporate_actions/details/SNDK\",params:#limit:5,,,undefined,":[{"market":"US","date":"2025-11-06","symbol":"SNDK","fiscalQuarterEnding":"2025/09","expectedEps":0.58,"name":null,"time":"盘后","type":"earning","dateTimestamp":1762405200000,"reportTimeType":"post","actualEps":0.9},{"market":"US","date":"2025-08-14","symbol":"SNDK","fiscalQuarterEnding":"2025/06","expectedEps":-0.34,"name":null,"time":"盘后","type":"earning","dateTimestamp":1755144000000,"reportTimeType":"post","actualEps":0.02},{"market":"US","date":"2025-05-07","symbol":"SNDK","fiscalQuarterEnding":"2025/03","expectedEps":-0.39,"name":null,"time":"盘后","type":"earning","dateTimestamp":1746590400000,"reportTimeType":"post","actualEps":-0.6}],"@#url:\"https://hq.skytigris.cn/fundamental/dividend/history\",params:#symbol:\"SNDK\",market:\"US\",,,undefined,":[],"@#url:\"https://hq.skytigris.cn/fundamental/estimate/recommendation\",params:#symbol:\"SNDK\",market:\"US\",delay:false,,,undefined,":{"strongBuy":0.2778,"buy":0.4444,"hold":0.2778,"sell":0,"strongSell":0,"meanLabel":"BUY","meanPercent":0.4444,"analysts":18,"updateTime":1762750800000},"@#url:\"https://hq.skytigris.cn/value_analysis/stock/SNDK\",params:#withQuantilePoint:true,period:\"5year\",factor:\"peRate\",delay:false,algorithm:1,,,undefined,":{"brief":{"id":"SNDK","date":"2025-11-14","current":-21.204941,"percent":0.016393,"low":-23.844371,"twenty":-8.954647,"median":-4.120209,"eighty":10.162377,"high":127.098947,"avg":3.18125,"sd":28.081852,"marketCap":35695957809},"quantilePoints":[{"date":"2025-02-28","current":114.088421,"twenty":116.240842,"median":119.671578,"eighty":122.112,"marketCap":6503040000},{"date":"2025-03-07","current":117.473684,"twenty":117.594947,"median":121.667368,"eighty":122.869895,"marketCap":6696000000},{"date":"2025-03-14","current":12.043238,"twenty":12.852751,"median":117.574737,"eighty":122.581894,"marketCap":5563975878},{"date":"2025-03-21","current":13.975029,"twenty":13.093416,"median":14.027239,"eighty":121.980631,"marketCap":6456463338},{"date":"2025-03-28","current":13.147118,"twenty":13.040709,"median":13.905415,"eighty":119.681684,"marketCap":6073968712},{"date":"2025-04-04","current":9.512268,"twenty":12.394291,"median":13.41563,"eighty":117.948631,"marketCap":4394667983},{"date":"2025-04-11","current":7.725921,"twenty":11.845832,"median":13.160792,"eighty":117.554526,"marketCap":3569375524},{"date":"2025-04-17","current":10.043225,"twenty":10.193732,"median":13.030266,"eighty":116.119579,"marketCap":4639969929},{"date":"2025-04-25","current":10.12475,"twenty":9.636228,"median":12.67971,"eighty":74.063948,"marketCap":4677634374},{"date":"2025-05-02","current":10.218817,"twenty":9.896481,"median":12.109123,"eighty":14.018289,"marketCap":4721093350},{"date":"2025-05-09","current":-3.545185,"twenty":9.896481,"median":11.851799,"eighty":13.992929,"marketCap":5310686781},{"date":"2025-05-16","current":-3.932196,"twenty":9.311383,"median":10.908642,"eighty":13.919338,"marketCap":5890430297},{"date":"2025-05-23","current":-3.670309,"twenty":7.766198,"median":10.607627,"eighty":13.753259,"marketCap":5498122409},{"date":"2025-05-30","current":-3.744025,"twenty":-3.60183,"median":10.419493,"eighty":13.586682,"marketCap":5608549814},{"date":"2025-06-06","current":-3.794463,"twenty":-3.667399,"median":10.25958,"eighty":13.367895,"marketCap":5684105408},{"date":"2025-06-13","current":-4.593563,"twenty":-3.744025,"median":10.118479,"eighty":13.176456,"marketCap":6881157621},{"date":"2025-06-20","current":-4.521929,"twenty":-3.794463,"median":10.043225,"eighty":13.174467,"marketCap":6773849543},{"date":"2025-06-27","current":-4.601465,"twenty":-3.922497,"median":9.665389,"eighty":13.147118,"marketCap":6892994901},{"date":"2025-07-03","current":-4.50156,"twenty":-4.038504,"median":9.429699,"eighty":13.095405,"marketCap":6743336707},{"date":"2025-07-11","current":-4.553937,"twenty":-4.278858,"median":9.094584,"eighty":12.99894,"marketCap":6821798285},{"date":"2025-07-18","current":-4.027252,"twenty":-4.278858,"median":7.776267,"eighty":12.9701,"marketCap":6032823531},{"date":"2025-07-25","current":-4.07963,"twenty":-4.19195,"median":-3.545185,"eighty":12.73739,"marketCap":6111285109},{"date":"2025-08-01","current":-4.163046,"twenty":-4.178371,"median":-3.635234,"eighty":12.568327,"marketCap":6236242436},{"date":"2025-08-08","current":-3.946746,"twenty":-4.165374,"median":-3.670309,"eighty":12.248102,"marketCap":5912225180},{"date":"2025-08-15","current":-4.527749,"twenty":-4.278858,"median":-3.743055,"eighty":12.069592,"marketCap":6782567496},{"date":"2025-08-22","current":-4.04275,"twenty":-4.222213,"median":-3.747905,"eighty":11.977602,"marketCap":6634152434},{"date":"2025-08-29","current":-4.519883,"twenty":-4.278858,"median":-3.795918,"eighty":11.873678,"marketCap":7417128226},{"date":"2025-09-05","current":-5.553228,"twenty":-4.326751,"median":-3.879819,"eighty":11.842849,"marketCap":9112846750},{"date":"2025-09-12","current":-7.490194,"twenty":-4.472134,"median":-3.931313,"eighty":11.313802,"marketCap":12291407696},{"date":"2025-09-19","current":-8.784762,"twenty":-4.50156,"median":-3.945228,"eighty":10.897354,"marketCap":14415794530},{"date":"2025-09-26","current":-8.377822,"twenty":-4.524257,"median":-4.003003,"eighty":10.812694,"marketCap":13748005120},{"date":"2025-10-03","current":-11.030043,"twenty":-4.553937,"median":-4.011733,"eighty":10.679118,"marketCap":18100300728},{"date":"2025-10-10","current":-11.579225,"twenty":-4.586528,"median":-4.030482,"eighty":10.554949,"marketCap":19001508019},{"date":"2025-10-17","current":-12.881977,"twenty":-4.681238,"median":-4.039366,"eighty":10.459628,"marketCap":21139324198},{"date":"2025-10-24","current":-14.91602,"twenty":-6.159907,"median":-4.06314,"eighty":10.364934,"marketCap":24477189348},{"date":"2025-10-31","current":-17.484915,"twenty":-7.555233,"median":-4.070415,"eighty":10.31163,"marketCap":28692745993},{"date":"2025-11-07","current":-17.489662,"twenty":-8.360762,"median":-4.083509,"eighty":10.251427,"marketCap":30432011108},{"date":"2025-11-14","current":-20.514918,"twenty":-8.954647,"median":-4.120209,"eighty":10.162377,"marketCap":35695957809}],"updateTime":1763381790385},"$inf$@#url:\"https://stock-news.skytigris.cn/v2/news/list\",params:#symbols:\"SNDK\",pageSize:20,pageCount:3,lang_content:\"cn\",edition:\"fundamental\",,,undefined,":[{"items":[{"id":"1187739644","title":"美股夜盘｜存储概念股普涨，SanDisk涨5%；加密货币概念股集体走高，Bit Digital涨超10%","url":"https://stock-news.laohu8.com/highlight/detail?id=1187739644","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187739644?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 09:07","pubTimestamp":1762736833,"startTime":"0","endTime":"0","summary":"11月10日，美股夜盘时段，半导体板块普涨，超微电脑涨超3%，英伟达、AMD、台积电、迈威尔科技涨超2%；存储概念股普涨，SanDisk涨5%，美光科技、西部数据涨近3%，希捷科技涨超1%；市场消息称存储芯片大厂SanDisk大幅上调NAND闪存合约价格，涨幅高达50%；加密货币概念股集体走高，Bit Digital涨超10%，Bitmine涨超9%，CleanSpark涨超6%，Strategy、Coinbase、Riot Platforms涨超4%；比特币重回10.6万美元关口，24小时内涨超4%；以太币站上3600美元上方，24小时内涨近8%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9a5ff6c2cb9d8f13afb0feafff96969c","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":["BK4588","NVDA","BK4585","BRRR","BTBT","DEFI","GBTC","HODL","VBTC.AU","BTCW","SNDK","IBIT","FBTC","EZBC","BK4601","BK4594","BTCO","BITO"],"gpt_icon":0},{"id":"1122637431","title":"涨幅高达50%！存储芯片大厂SanDisk大幅上调NAND闪存合约价格","url":"https://stock-news.laohu8.com/highlight/detail?id=1122637431","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1122637431?lang=zh_cn&edition=fundamental","pubTime":"2025-11-10 07:33","pubTimestamp":1762731218,"startTime":"0","endTime":"0","summary":"在美股市场上，闪迪11月7日因数据中心存储芯片销售强劲而大涨超15%，股价再创历史新高。涨价50%据多家媒体报道，闪存龙头企业闪迪 11月大幅调涨NAND闪存合约价格，涨幅高达50%。报道指出，其涨价消息引发整个存储供应链震动，导致创见、宜鼎国际与宇瞻科技等模组厂决定暂停出货并重新评估报价。今年年初以来，闪迪股价累计涨幅超过560%。闪迪首席执行官David称，到2026年，数据中心市场将首次成为NAND闪存最大的市场。","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":"42d42c42aef53961e73de824fefd7406","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"2","news_top_title":"涨幅高达50%！存储芯片大厂SanDisk大幅上调NAND闪存合约价格","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["STX","SNDK","WDC","MU"],"gpt_icon":1},{"id":"2582897571","title":"【招商电子】闪迪25Q3跟踪报告：25Q3收入及毛利率超指引上限，上修2026年全年需求增速指引","url":"https://stock-news.laohu8.com/highlight/detail?id=2582897571","media":"招商电子","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582897571?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 22:44","pubTimestamp":1762699487,"startTime":"0","endTime":"0","summary":"综合财报及交流会议信息，总结如下：评论：1、25Q3收入、毛利率及净利润均超指引上限，位元出货量及ASP均增长。预计2026财年位元需求年复合增速15%-19%，公司供给增长与市场保持一致。消费业务受季节性影响Q3环比或略降，但毛利率有望因价格上涨及成本改善继续扩大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109225615a6ed336e&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109225615a6ed336e&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SNDK","BK4170"],"gpt_icon":1},{"id":"2582576897","title":"涨幅高达50%！闪存龙头最新合约价暴涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2582576897","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582576897?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 22:00","pubTimestamp":1762696800,"startTime":"0","endTime":"0","summary":"据台湾电子时报消息，闪存龙头闪迪11月大幅调涨NAND闪存合约价格，涨幅高达50%。此前业内对NAND闪存四季度合约价上涨已有预期，但远不及50%，例如TrendForce给出的平均涨幅预估为5%-10%。研调机构TrendForce也在本周报告中指出，受合约价格陆续释出且大幅上涨的带动，NAND闪存现货价格涨势更为明显。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109225324975e4cfe&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109225324975e4cfe&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU0757428866.USD","LU0274383776.USD","LU1815336091.USD","BK4086","BK4170","SNDK","LU0053671581.USD","SSD"],"gpt_icon":1},{"id":"2582917068","title":"闪迪大幅上调NAND闪存价格 供应链集体应对市场变动","url":"https://stock-news.laohu8.com/highlight/detail?id=2582917068","media":"DoNews","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582917068?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 18:57","pubTimestamp":1762685822,"startTime":"0","endTime":"0","summary":"美系闪存巨头闪迪11月将NAND闪存合约价上调高达50%，引发存储产业链震动。创见、宜鼎国际及宇瞻科技等模组厂相继暂停出货，重新评估报价。创见已于11月7日起暂停交货，称市场行情持续向好，暗示价格或进一步攀升。闪迪最新财报显示，2026财年第一财季营收达23.08亿美元，同比增长23%，数据中心需求强劲，推动NAND产品供不应求局面延续至2026年底甚至更久。公司预计第二财季收入约26亿美元，BiCS8技术将在本财年末成为主流。随着数据中心首次超越移动端成为最大需求来源，NAND市场格局正经历深刻变革。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109190029975e05cb&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109190029975e05cb&s=b","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":"tencent","symbols":["BK4170","SNDK"],"gpt_icon":0},{"id":"2582893360","title":"替代HBM，存储大厂们进军HBF技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2582893360","media":"电子发烧友","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582893360?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 06:40","pubTimestamp":1762641600,"startTime":"0","endTime":"0","summary":"在2025年8月，闪迪宣布已与SK海力士签署一项谅解备忘录，双方将共同制定高带宽闪存HBF规范。通过此次合作，双方希望标准化规范、定义技术要求，并探索构建HBF的技术生态系统。SK海力士、三星、铠侠开启HBF研发今年10月份消息，三星电子已开始进行自主研发的HBF产品的概念设计等前期工作。Sandisk预计在2026年下半年交付其HBF闪存的第一批样品，首批采用HBF的AI推理设备样品将于2027年初上市。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109114330a6ec2bb7&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109114330a6ec2bb7&s=b","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":"tencent","symbols":["HBM","BK4023","BK4168","BK4528","BK4543","BK4551","WDC","SNDK","BK4587","BK4588","AI","CBA","BK4585","BK4170"],"gpt_icon":1},{"id":"2582864097","title":"国投证券-电子行业周报：AWS与OpenAI达成多年战略合作，闪迪预计NAND供不应求趋势持续-251108","url":"https://stock-news.laohu8.com/highlight/detail?id=2582864097","media":"新浪财经","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2582864097?lang=zh_cn&edition=fundamental","pubTime":"2025-11-09 04:02","pubTimestamp":1762632120,"startTime":"0","endTime":"0","summary":"AWS与OpenAI宣布战略合作，合作规模在未来7年持续扩大据新华网11月3日报道，美国亚马逊公司旗下的云计算服务平台与美国开放人工智能研究中心3日联合宣布，双方达成总额380亿美元、为期多年的战略合作协议。闪迪表示，该财季NAND产品需求超过了供应，库存周转天数从135天减少到115天，预计这一趋势将持续到2026年底。数据中心市场需求增长率更高，并将成为NAND闪存市场中最大的细分领域。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109054222a6eba745&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251109054222a6eba745&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["LU2491050154.USD","ASIC","BK4574","LU0444973449.USD","LU1032955483.USD","BK4573","LU0823434740.USD","LU1153585028.USD","SNDK","LU1496350502.SGD","LU1914381329.SGD","SG9999014880.SGD","LU2471134796.USD","LU0048573561.USD","LU1823568750.SGD","LU0444971666.USD","LU1069347547.HKD","LU1301847155.USD","LU0208291251.USD","USJW.SI","IE000W1ABFV2.USD","LU2452424414.USD","LU0056508442.USD","USAW.SI","LU2592432038.USD","LU0312595415.SGD","LU1861559042.SGD","IE00B19Z8X17.USD","HBM","LU0868494617.USD","LU0942090050.USD","LU1074936037.SGD","LU1244550221.USD","LU1880398471.USD","LU2092937148.SGD","LU2750360997.AUD","IE00B7SZLL34.SGD","LU1366192091.USD","LU2750360641.GBP","LU0128525929.USD","LU2213496289.HKD","IE00BJTD4N35.SGD","LU0109392836.USD","LU2244417387.USD","LU1069344957.HKD","LU2236285917.USD","LU2023250504.SGD","AMZN"],"gpt_icon":1},{"id":"2581857674","title":"股价飙升15.31%！炸裂！闪迪业绩大超预期：净利暴涨300%、NAND卖断货！","url":"https://stock-news.laohu8.com/highlight/detail?id=2581857674","media":"F说财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581857674?lang=zh_cn&edition=fundamental","pubTime":"2025-11-08 17:42","pubTimestamp":1762594960,"startTime":"0","endTime":"0","summary":"盈利端更是疯涨无上限，非 GAAP 摊薄每股收益 1.22 美元，较上季度 0.29 美元暴涨 321%，GAAP 净利润 1.12 亿美元一举扭转亏损颓势。第一季度，NAND 产品的需求持续超过供给，我们预计这一态势将持续到2026 年底及以后。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108175547a492672f&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251108175547a492672f&s=b","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":"tencent","symbols":["BK4200","BK4170","SIG","SNDK","CEO","CFO"],"gpt_icon":1},{"id":"2581783429","title":"美股成交额TOP 20 | 特斯拉跌超3%，SanDisk涨超15%创新高；英伟达顽强收涨，盘中一度跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581783429","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581783429?lang=zh_cn&edition=fundamental","pubTime":"2025-11-08 06:01","pubTimestamp":1762552877,"startTime":"0","endTime":"0","summary":"周五美股成交额第1名英伟达收高0.04%，成交483.36亿美元。该股本周累计下跌7.08%。　　本周一SEC披露，知名投资者迈克尔·伯里通过其管理的赛恩资产管理公司，已对英伟达进行大规模做空，押注金额达到1.86亿美元，市场反应显著。美股周四收盘后，特斯拉年度股东大会在得克萨斯州奥斯汀举行。　　今年9月5日，特斯拉董事会提交了这份前所未有的“天价薪酬方案”。　　该协议于周四在白宫举行的活动中由美国总统特朗普共同宣布。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"d33ae7844b3c4314ea4e8e092a3e5199","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-11-08/doc-infwrstk5490437.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["LU0158827781.USD","HK0000306685.HKD","LU2213496289.HKD","NVDA","LU2108987350.USD","LU2506951792.HKD","LU2125909759.SGD","BK4543","LU2433249047.HKD","IE00BQXX3F31.USD","LU1852331112.SGD","SNDK","LU0057025933.USD","LU1923622614.USD","LU2242650005.HKD","LU2413666426.HKD","LU1989772840.SGD","SG9999014542.SGD","LU2063271972.USD","LU1917777945.USD","LU1720051017.SGD","LU1861127337.USD","LU0964807845.USD","SG9999015978.USD","LU2125909916.SGD","LU0211328371.USD","IE00BQXX3D17.EUR","IE00BQXX3C00.GBP","LU1244550221.USD","LU1923622291.USD","LU2211815571.USD","LU2452424414.USD","TSLA","LU0882574139.USD","LU0276348264.USD","LU1804176565.USD","LU1721428933.USD","LU1699723380.USD"],"gpt_icon":1},{"id":"1180225282","title":"异动解读 | 闪迪股价盘中大涨11.80%，Q1业绩超预期且NAND闪存需求强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1180225282","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180225282?lang=zh_cn&edition=fundamental","pubTime":"2025-11-08 04:11","pubTimestamp":1762546267,"startTime":"0","endTime":"0","summary":"存储芯片巨头闪迪今日盘中股价大涨11.80%，引发市场广泛关注。这一强劲涨势主要受到公司发布的超预期财报以及乐观的市场展望推动。根据闪迪公布的2026财年第一财季业绩，公司总营收同比增长23%至23.1亿美元，超过分析师预期的21亿美元。此外，公司高管表示，NAND闪存市场供不应求的局面预计将持续到2026年底，这进一步增强了投资者对闪迪长期增长前景的信心。公司数据中心业务营收环比大增26%，反映出AI训练和推理对高容量企业级SSD的旺盛需求。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"007e481c8404fdc4a0304bab45f9dc4d","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":1},{"id":"1134325733","title":"SanDisk盘初大幅波动，从跌1%转为涨7%，Q1营业利润激增878%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134325733","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134325733?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 22:54","pubTimestamp":1762527268,"startTime":"0","endTime":"0","summary":"业绩及展望均超市场预期。","market":"us","thumbnail":"https://static.tigerbbs.com/f5ee1ccbf89b60704d51860a110c04ef","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5ee1ccbf89b60704d51860a110c04ef"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"007e481c8404fdc4a0304bab45f9dc4d","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"],"gpt_icon":0},{"id":"2581881280","title":"Sandisk Corporation盘中异动 早盘股价大涨5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581881280","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581881280?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 22:42","pubTimestamp":1762526543,"startTime":"0","endTime":"0","summary":"北京时间2025年11月07日22时42分，Sandisk Corporation股票出现波动，股价快速上涨5.00%。Sandisk Corporation股票所在的电脑硬件行业中，整体跌幅为1.53%。Sandisk Corporation公司简介：闪迪是全球五大NAND闪存半导体供应商之一。消息层面，截至22时42分，《华尔街大幅上调“闪存巨头”SanDisk目标价，美银称“存储超级周期下，市净率应至少3-4倍”》资讯为影响Sandisk Corporation的重要信息。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110722422394f5eca0&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110722422394f5eca0&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["SNDK","BK4170"],"gpt_icon":1},{"id":"1152868664","title":"数据存储龙头SanDisk盘前一度转跌，交易初期曾大涨超12%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152868664","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152868664?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 21:47","pubTimestamp":1762523250,"startTime":"0","endTime":"0","summary":"西部数据、希捷科技跌超2%，美光科技跌超1%。","market":"us","thumbnail":"https://static.tigerbbs.com/f5ee1ccbf89b60704d51860a110c04ef","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5ee1ccbf89b60704d51860a110c04ef"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"9b8e037ef04cdedae646753bb2296c2e","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","MU","SNDK","STX"],"gpt_icon":0},{"id":"2581022720","title":"BUZZ-Sandisk 第一季度营收增长","url":"https://stock-news.laohu8.com/highlight/detail?id=2581022720","media":"路透中文","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581022720?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 20:02","pubTimestamp":1762516975,"startTime":"0","endTime":"0","summary":"BUZZ-Sandisk 第一季度营收增长11月7日 - ** 数据存储公司SandiskSNDK.O股价盘前上涨3.1%至214.26美元** 该公司周四晚些时候公布的第一季度营收为23.1亿美元，高于预期的21.5亿美元，数据由LSEG汇编。由于自动化翻译可能有误，或未能包含所需语境，路透不保证自动化翻译文本的准确性，仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失，路透不承担任何责任。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"007e481c8404fdc4a0304bab45f9dc4d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251107:nL4T3WJ0ZM:1","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0203345920.USD","BK4512","BK4141","BK4566","IE00B19Z9P08.USD","LU1852331112.SGD","LU2089985449.USD","SNDK","LU0957808578.USD","LU1267930813.SGD","LU0127658192.USD","BK4553","LU2286300806.USD","LU0006061336.USD","BK4527","LU2048586759.USD","LU0203347892.USD","LU2211815571.USD","BK4543","LU1235294995.USD","LU0792757196.USD","BK4532","LU1316542783.SGD","LU1035773651.USD","BK4554","IE00B7SZLL34.SGD","IE00B19Z3B42.SGD","IE00B894F039.SGD","IE0002270589.USD","LU0642271901.SGD","LU1670627923.USD","LU0056508442.USD","LU0444973449.USD","LU1670628061.USD","LU2360106780.USD","IE00B19Z9Z06.USD","LU1642822529.SGD","LU1366333091.USD","BK4575","LU1046421795.USD","GB00BDT5M118.USD","LU2250418816.HKD","LU0082616367.USD","LU0274383776.USD","BK4585","BK4533","IE00B19Z3581.USD"],"gpt_icon":0},{"id":"2581001537","title":"SanDisk Corp(SNDK)第一季营业利润环比激增878%","url":"https://stock-news.laohu8.com/highlight/detail?id=2581001537","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581001537?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 19:11","pubTimestamp":1762513877,"startTime":"0","endTime":"0","summary":"金吾财讯 | SanDisk Corp 公布，2026财年第一季度财务业绩。第一季度按非美国公认会计原则计算的摊薄每股净利润为1.22美元。营业利润实现1.76亿美元，环比激增878%，Non-GAAP准则下的营业利润约2.45亿美元，环比大幅增长145%。期内，营收为23.1亿美元，环比增长21%，超出指引区间。预计第二季度营收将在25.5亿美元至26.5亿美元之间，按非美国公认会计原则计算的摊薄每股净利润预计在3.00美元至3.40美元之间。","market":"sh","thumbnail":"https://static.szfiu.com/news/20210810/ODM0ODU4NWZiOGY2NDQ4NTA4OTM0NDg5MTI=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20210810/ODM0ODU4NWZiOGY2NDQ4NTA4OTM0NDg5MTI=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"294233","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":null,"symbols":["SNDK","BK4170"],"gpt_icon":1},{"id":"1128838368","title":"盘前异动｜绩优股普涨，Expedia大涨16%，马斯克天价薪酬获批特斯拉涨2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128838368","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1128838368?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 17:20","pubTimestamp":1762507212,"startTime":"0","endTime":"0","summary":"美股三大指数期货在盘前时段小幅上涨。","market":"us","thumbnail":"https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/3a33c23f8e5a366189f532d19af270ed"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"0e8b87ffae3b18a64c721664f13b3edb","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":["EXPE","TSLA","SNDK"],"gpt_icon":1},{"id":"1106206412","title":"异动解读 | 闪迪盘前大涨11.68%，超预期业绩和AI存储需求推动股价创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1106206412","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106206412?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 17:04","pubTimestamp":1762506272,"startTime":"0","endTime":"0","summary":"存储芯片巨头闪迪周五盘前股价大涨11.68%，创下历史新高。这一强劲涨势主要受到公司发布的超预期财报以及乐观业绩展望的推动。闪迪公布的2026财年第一财季业绩显示，公司总营收同比增长23%至23.1亿美元，超过分析师预期的21亿美元。闪迪预计，到2026年数据中心将首次超越移动端，成为NAND闪存最大的应用领域。受此影响，多家华尔街投行纷纷上调闪迪的目标价。分析师们普遍认为，闪迪作为NAND闪存和企业级SSD的主要供应商，将在AI大浪潮中持续受益。","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":1},{"id":"2581802683","title":"长电科技荣获闪迪全球“战略合作伙伴”奖","url":"https://stock-news.laohu8.com/highlight/detail?id=2581802683","media":"爱集微","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581802683?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 10:10","pubTimestamp":1762481400,"startTime":"0","endTime":"0","summary":"近日，长电科技荣获闪迪公司颁发的全球“战略合作伙伴”奖，充分肯定双方在半导体封测领域的深度合作及合资方面的战略共赢。SDSS成为长电科技与闪迪组建的合资公司，进一步强化双方的战略承诺和业务整合。长电科技副总裁、长电微电子事业管理中心总经理吴靖宇表示，我们非常珍视与闪迪的战略合作伙伴关系，公司始终秉承“聚焦客户”的服务理念和核心价值观，将不断创新理念，追求卓越，支持闪迪公司和所有合作伙伴取得更大的成功。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110710160594f48b96&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025110710160594f48b96&s=b","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":"tencent","symbols":["BK4170","SDSS","SNDK"],"gpt_icon":1},{"id":"1162153791","title":"美股夜盘 | 特斯拉、英特尔涨超2%；Opendoor绩后跌超15%，Block跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1162153791","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162153791?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 09:04","pubTimestamp":1762477441,"startTime":"0","endTime":"0","summary":"同时，特斯拉可能需要建造大型芯片工厂，或与英特尔展开合作；$Opendoor$跌超15%，Q3营收9.15亿美元，同比下降33%；$Block$跌超11%，Q3营收略低于预期，利润大幅下滑；MP Materials盘后跌超7%，Q3营收同比下降15%；Take-Two Interactive跌超6%，GTA6再度跳票至2026年底。","market":"us","thumbnail":"https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/1d6a4572b675796b315e560ea7fe3401"],"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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TSYW.SI","IREN","MP","SNDK","XYZ","TSLL","OPEN","INTC","TTWO","TSLA"],"gpt_icon":0},{"id":"1106739872","title":"异动解读 | SanDisk股价夜盘大涨7.28%，Q1业绩超预期，AI驱动存储需求激增","url":"https://stock-news.laohu8.com/highlight/detail?id=1106739872","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1106739872?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 09:03","pubTimestamp":1762477415,"startTime":"0","endTime":"0","summary":"存储芯片巨头SanDisk Corp周四夜盘股价大涨7.28%，创下历史新高。这一强劲涨势主要受到公司发布的超预期财报以及多家华尔街投行大幅上调目标价的推动。SanDisk公布的2026财年第一财季业绩显示，公司总营收同比增长23%，环比增长21%至23.1亿美元，超过分析师预期的21亿美元。SanDisk的数据中心业务营收环比大增26%，反映出AI训练和推理对高容量企业级SSD的旺盛需求。分析师们普遍认为，SanDisk作为NAND闪存和企业级SSD的主要供应商，将在AI大浪潮中持续受益。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"007e481c8404fdc4a0304bab45f9dc4d","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":1}],"pageSize":20,"totalPage":9,"pageCount":3,"totalSize":172,"code":"91000000","status":"200"}]}}