美股詳情

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閃迪

1,551.99

-81.3600-4.98%

盤後：1,563.0011.01+0.71%19:59 EDT

成交量：958.67萬

成交額：148.17億

市值：2,265.91億

市盈率：21.04

高：1,581.84

開：1,521.53

低：1,505.00

收：1,633.35

52周最高：2,354.39

52周最低：82.28

股本：1.46億

流通股本：1.44億

量比：0.86

換手率：6.65%

股息：- -

股息率：- -

每股收益(TTM):73.76

每股收益(LYR):-11.3172

淨資產收益率：91.64%

總資產收益率：43.91%

市淨率：14.40

市盈率(LYR):-137.14

資料載入中...

總覽公司新聞資訊公告

閃迪（SNDK）盤前漲3.57% 於8月13日舉行2026年投資者日

異動解讀｜閃迪盤前上漲3.46%，機構集中上調評級疊加長協擴散強化供應商定價權

閃迪比英偉達還賺錢

異動解讀｜閃迪夜盤上漲3.43%，機構集中上調評級疊加存儲板塊持續回暖

從閃迪到長鑫，內存長協擴散至二三線廠商

华尔街见闻

美股異動｜存儲概念股普漲，SK海力士、閃迪升逾3%，小摩上調市場規模預測

美股異動｜存儲股普遍上揚，SK海力士、閃迪升逾2%，美光、西部數據、希捷科技升1%

老虎资讯综合

異動解讀｜閃迪盤中上漲3.07%，Argus上調評級至買入疊加存儲板塊回暖

期權聚焦 | 閃迪驚現1555萬美元大單賣出遠月虛值Call，押注股價難破1300美元，市場情緒明確偏空

美股盤後速遞：大型科技股多數下跌，存儲芯片股走勢分化，SK海力士、閃迪齊跌；三大股指期貨集體下跌；金銀走強

閃迪(SNDK)股票8月10日盤中上漲3.42%：釋放什麼信號？

TradingKey中文

閃迪（SNDK）開盤漲幅2.79% 存儲周期回暖帶動股價修復

存儲概念急升，閃迪升逾5%，西部數據升3%，美光、希捷科技升逾1%

老虎资讯综合

異動解讀 | 閃迪盤中大漲5.01%，Argus Research上調評級至買入疊加板塊回暖

美股多隻存儲芯片股深夜翻紅閃迪升逾4% 西部數據升逾2% 美光科技升逾1%

異動解讀｜閃迪盤中上漲3.1%，Argus Research上調評級至買入疊加多機構維持看好

美股異動｜內存股、太空股個別發展，Rocket Lab USA、SpaceX、閃迪升1%，SK海力士跌1%

老虎资讯综合

投資研究機構ARGUS RESEARCH將閃迪評級上調至「買入」。

盤前異動 | 三大股指期貨升跌不一；半導體股、光通信股、內存股盤前上揚，AAOI盤前升逾5%，SOXL升逾3%，閃迪升逾2%

老虎资讯综合

硅基vs碳基、光vs存儲、開源vs閉源--這是高盛頂級科技交易員最關注的10張圖表

华尔街见闻

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Research将闪迪评级上调至\"买入\"，华兴资本维持买入评级并给出2000美元目标价，美银维持2500美元目标价，认为AI存储需求将推动盈利持续增长。据FactSet数据，闪迪当前分析师平均评级为\"超配\"，平均目标价约2234美元，远高于当前股价。此外，存储板块整体延续回暖态势，西部数据同步上涨2.08%，板块联动对闪迪构成助力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658044944","title":"從閃迪到長鑫，內存長協擴散至二三線廠商","url":"https://stock-news.laohu8.com/highlight/detail?id=2658044944","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658044944?lang=zh_tw&edition=fundamental","pubTime":"2026-08-12 10:58","pubTimestamp":1786503517,"startTime":"0","endTime":"0","summary":"全球存储芯片供需失衡加剧，长期供应协议（LTA）已从三星、SK海力士、美光扩散至闪迪和长鑫存储。苹果试图压低长鑫存储采购价遭拒，因华为、小米已锁定其产能。高盛将此视为本轮LTA与历轮最显著的区别，供应商定价权正深度重塑整条产业链议价逻辑。","market":"sh","thumbnail":"https://static.tigerbbs.com/f58b38ac7ed09179444c1f1d9d36c893","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f58b38ac7ed09179444c1f1d9d36c893"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779234","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":["IE00BJTD4V19.USD","LU2505996681.GBP","IE00B3SWFQ91.USD","LU1074936037.SGD","IE0002270589.USD","LU1261432733.SGD","LU2592432038.USD","LU3102509885.SGD","LU0719512351.SGD","LU1119994496.HKD","LU0708995401.HKD","LU2471134796.USD","LU0256863902.USD","LU1003077747.HKD","LU1791807156.HKD","LU2461242641.AUD","LU1720051108.HKD","IE00B1XK9C88.USD","LU2347655156.SGD","LU2023250330.USD","LU0345769128.USD","AIQ","IE0004445015.USD","LU0689472784.USD","IE0009G5SDU7.USD","LU0868494617.USD","SPTE","LU1861215975.USD","SK","BK4579","LU2458330169.SGD","IE00BJLML261.HKD","LU1804176565.USD","LU0553294199.USD","LU0795875086.SGD","IE0034235295.USD","LU2054465674.USD","LU1803068979.SGD","LU0310799852.SGD","LU1934455863.HKD","LU1989771016.USD","LU0511384066.AUD","MU","IE00BN8TJ469.HKD","LU0784383803.USD","LU1814569148.SGD","IE00B19Z3581.USD","LU1934455277.USD","LU2456880835.USD","IE000Q6AESB8.SGD","LU0642271901.SGD","LU0742534661.SGD","PSTG","IE0034235303.USD","IE00B19Z3B42.SGD","LEGR","LU1116320737.USD","EMSF","LU1323610961.USD","LU0234570918.USD","FDTX","LU0823417653.USD","LU1244550494.USD","LU1244550577.SGD","LU2092937148.SGD","LU0069063385.USD","LU1645745479.HKD","SGXZ31699556.SGD","IE000ITXATA3.USD","LU0314106906.USD","LU0323591593.USD","LU1551013425.SGD","IXN","LU1066051225.USD","LU2063271972.USD","LU0786609619.USD","CHAT","LU2860962120.EUR","LU0320765489.SGD","LU0345770308.USD","LU1989772840.SGD","IE000BZT7R73.USD","LU2236285917.USD","BK4507","LU1718418525.SGD","LU1202635105.USD","LU0348723411.USD","LU2111349929.HKD","AIFD","BK4504","FSMD","LU2065171311.SGD","LU2430703095.HKD","SG9999014567.USD","IE00BBT3K403.USD","COWG","LU0070302665.USD","LU1974910355.USD","DISK","LU0310800379.SGD","IETC","LU0795875169.SGD","LU2999663052.SGD","IE00B19Z8X17.USD","LU0210533765.USD","LU1868836757.USD","LU2896262040.SGD","LU2065169927.USD","07709","IE00B3S45H60.SGD","LU2092627202.USD","HK0000320264.USD","LU2452424414.USD","SG9999014914.USD","LU0476273544.USD","LU0238689110.USD","LU0528227936.USD","LU0274383776.USD","MIC","RULE","LU2552382058.USD","LU1668664300.SGD","BK4576","IE000W1ABFV2.USD","LU1674673691.USD","LU1935043536.SGD","LU1242518931.SGD","IE00BMPRXN33.USD","LU0157215616.USD","LU0081259029.USD","LU0072462426.USD","LU1066051811.HKD","SG9999002224.SGD","LU1046421795.USD","LU1066053197.SGD","SG9999014898.SGD","HK0000914660.USD","LU0943347566.SGD","LU0823421333.USD","LU1732799900.SGD","IE00BFXG1179.USD","LU0289961442.SGD","LU1366192091.USD","SG9999018857.SGD","GB00BDT5M118.USD","LU1839511570.USD","IE00BLSP4239.USD","LU0265550946.USD","LU2271345857.HKD","LU0964807845.USD","LU0784384876.USD","LU1400636657.SGD","LU1989764748.USD","HBMX","IE00BK4W5L77.USD","LU2048586759.USD","LU0053666078.USD","WLDR","LU0472753341.HKD","BK4501","BOBP","IE00B775SV38.USD","LU1791710400.SGD","LU2954938101.SGD","LU2462157665.USD","LU1366333091.USD","SG9999014906.USD","LU0466842654.USD","LU2213496289.HKD","QQQG","LU2487616109.SGD","LU0444971666.USD","LU2471134952.CNY","USXF","LU2100268510.USD","LU0109391861.USD","LU0417517546.SGD","LU0950375773.USD","BK4571","LU2506951875.HKD","LU1989772923.USD","BK4533","IE00BDRTCR15.USD","LU0128525929.USD","LU0949170426.SGD","IE00B7SZLL34.SGD","LU1267930573.SGD","LU0070217475.USD","LU2430703251.USD","LU0149725797.USD","IE00BDCRKT87.USD","LU2168564222.USD","LU2381873111.SGD","EGGY","IE00BYXW3230.USD","LU1935042991.SGD","SKDD","SHOC","LU0048573561.USD","BK4552","IE00B1BXHZ80.USD","LU0316494557.USD","LU2265009873.SGD","LU2360107168.USD","LU2089284900.SGD","LU0072461881.USD","SG9999014880.SGD","LU0965509101.SGD","LU0820562030.AUD","IE00B7KXQ091.USD","LU0203201768.USD","LU1127390331.HKD","IE00BJJMRX11.SGD","SG9999014559.SGD","LU2237438978.USD","BK4574","LU1720051017.SGD","LU2106854487.HKD","LU0963586101.USD","MUD","IE00BZ1G4Q59.USD","BK4598","LU1914381329.SGD","LU0097036916.USD","LU0738911758.USD","LU0210528500.USD","LU0056508442.USD","LU1506573853.SGD","LU0661504455.SGD","STX","LU0788109477.HKD","HK0000306685.HKD","LU0289739343.SGD","MUZ","LU0456855351.SGD","LU0820561909.HKD","ABFL","LU1642822529.SGD","LU0557290698.USD","LU2211815571.USD","SG9999014542.SGD","LU0354030438.USD","LU2417539215.USD","LU1235294995.USD","METV","LU2361045086.USD","SNXX","LU2506951958.HKD","IE00B19Z9505.USD","LU1301847155.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21:36","pubTimestamp":1786455391,"startTime":"0","endTime":"0","summary":"存储股普遍上扬， $SK海力士(SKHY)$、闪迪升逾 2%，美光、西部数据、希捷科技升 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21:34","pubTimestamp":1786455288,"startTime":"0","endTime":"0","summary":"8月11日，闪迪盘中上涨3.07%，报1277.09美元/股，成交额16.04亿美元。消息面上，投资研究机构Argus Research将闪迪评级从\"持有\"上调至\"买入\"，并给出1600美元目标价，指出股价回调及客户需求加速正推动销售增长和利润率扩张。据FactSet数据，闪迪当前分析师平均评级为\"超配\"，平均目标价约2234美元，远高于当前股价。此外，存储板块整体回暖，西部数据、希捷科技等同步走强，板块联动构成额外助力。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"闪迪盘中上涨3.07%，Argus上调评级至买入叠加存储板块回暖","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDK"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1159764679","title":"期權聚焦 | 閃迪驚現1555萬美元大單賣出遠月虛值Call，押注股價難破1300美元，市場情緒明確偏空","url":"https://stock-news.laohu8.com/highlight/detail?id=1159764679","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159764679?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 09:01","pubTimestamp":1786410064,"startTime":"0","endTime":"0","summary":"闪迪收盘价1237.92美元，涨幅2.12%。当日SNDK期权市场出现一笔规模达1554.96万美元的大额单腿卖出虚值看涨期权订单，押注股价中期难以突破1300.00美元关口，主导了整体偏空的大单情绪。Call/Put 成交量比为 1.33。卖出虚值看涨期权通常体现出较明确的偏空或至少看平偏弱判断，交易者更像是在押注标的后续上涨空间受限，认为股价在到期前难以有效站上1300.00，或即便上涨，幅度也不足以让该合约获得更高价值。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CNAV","SNDU","LU2543165471.USD","LU2063271972.USD","SNDG","TMSL","LU1861220033.SGD","LU2290526834.HKD","SNDK","SNDC","LU0963586101.USD","SCHM","LU1861215975.USD","DISK","SCHA","OPTZ","LU0054578231.USD","PTF","COWG","SNDQ","SNXX","QQQG","BK4170","FSMD","UDN","UUP","FCUS","LU2360107168.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658096386","title":"美股盤後速遞：大型科技股多數下跌，存儲芯片股走勢分化，SK海力士、閃迪齊跌；三大股指期貨集體下跌；金銀走強","url":"https://stock-news.laohu8.com/highlight/detail?id=2658096386","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658096386?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 08:31","pubTimestamp":1786408260,"startTime":"0","endTime":"0","summary":"北京时间11日，美股盘后，三大股指期货集体下行，存储芯片股走势分化，科技七巨头多数下行。三大股指期货齐跌美股三大股指期货集体下跌。截至发稿，道指期货跌0.09%，纳指期货跌0.10%，标普500指数期货跌0.08%。美国科技七巨头盘后多数下行，苹果跌0.23%，微软跌0.17%，亚马逊跌0.31%，英伟达涨0.2%，Meta跌0.14%，特斯拉跌0.18%，谷歌跌0.24%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"stock_eastmoney","url":"http://stock.eastmoney.com/a/202608113837254086.html","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://stock.eastmoney.com/a/202608113837254086.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_eastmoney","symbols":["SNDC","QQQG","MAGS","EDZ","OPTZ","HBMX","QTJL","DRMP","AGQ","SKHX","COWG","MUD","FEBP","SPXL","SPYM","SNDQ","BKLC","JOET","DRMY","FSMD","DRAM","SNDK","MIGO","SNDG","SCHA","CMAG","USPX","SKHYV","BBUS","SKHY","SSO","09747","IWL","RAM","KQQQ","SKDD","SNDU","VTHR","FCUS","FTXL","GSPY","RANK","XLG","QSWN","SCHM","UPRO","SKHZ","DISK","ITOT","EEMO"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658953328","title":"閃迪(SNDK)股票8月10日盤中上漲3.42%：釋放什麼信號？","url":"https://stock-news.laohu8.com/highlight/detail?id=2658953328","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658953328?lang=zh_tw&edition=fundamental","pubTime":"2026-08-11 01:16","pubTimestamp":1786382175,"startTime":"0","endTime":"0","summary":"• 对高性能企业级存储的增长需求推动了当前的股价上涨势头。\n• 供应链收紧和3D NAND技术的进步支撑了分析师积极的盈利预测。\n• 闪迪公司报告年营收为202.5亿美元，净利润为114.3亿美元。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20230814/292a73ea96beb98e5f665e124a82e00c.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262093249-market-movers-sndk-20260810","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDC","TMSL","LU2063271972.USD","COWG","LU1861215975.USD","SCHM","LU2290526834.HKD","PTF","DISK","CNAV","SNXX","LU0963586101.USD","SNDQ","LU0054578231.USD","BK4170","LU1861220033.SGD","FCUS","FSMD","SNDK","LU2543165471.USD","QQQG","OPTZ","SNDU","LU2360107168.USD","SCHA","SNDG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658323759","title":"閃迪（SNDK）開盤漲幅2.79% 存儲周期回暖帶動股價修復","url":"https://stock-news.laohu8.com/highlight/detail?id=2658323759","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658323759?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 22:13","pubTimestamp":1786371225,"startTime":"0","endTime":"0","summary":"金吾财讯 | 闪迪 开盘震荡走高，最新为1246.000美元，涨幅2.79%，成交总额为35.29亿美元。消息层面，在Argus将闪迪评级从“持有”上调至“买入”后，该股上涨约3%。Argus提到，股价回调以及市场和客户需求势头加速，正推动销售增长和利润率扩张。闪迪正经历异常强劲的需求，并通过提价以及与最大客户签订长期协议来应对。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303632","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QQQG","SNDC","LU0054578231.USD","PTF","LU2063271972.USD","COWG","LU1861215975.USD","FCUS","LU2290526834.HKD","SNDK","TMSL","CNAV","SNDQ","OPTZ","FSMD","SNXX","SCHM","SNDU","DISK","LU1861220033.SGD","BK4170","LU2543165471.USD","SNDG","LU2360107168.USD","LU0963586101.USD","SCHA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1152137821","title":"存儲概念急升，閃迪升逾5%，西部數據升3%，美光、希捷科技升逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1152137821","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1152137821?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 22:12","pubTimestamp":1786371123,"startTime":"0","endTime":"0","summary":"存储概念急升，闪迪升逾 5%，西部数据升 3%，美光、希捷科技升逾 1%。","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":null,"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":["MUD","MUU","MUZ","SNXX","SNDG","WDC","MULL","SNDK","MIC","SNDQ","WDCX","MU","SNDC","SNDU","MUYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117621619","title":"異動解讀 | 閃迪盤中大漲5.01%，Argus Research上調評級至買入疊加板塊回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1117621619","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117621619?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 22:10","pubTimestamp":1786371031,"startTime":"0","endTime":"0","summary":"闪迪（SNDK）盘中股价大幅上涨5.01%，引发市场广泛关注。\n        消息面上，投资研究机构Argus Research将闪迪评级上调至“买入”，同时多家机构维持看多立场，华兴资本给出2000美元目标价，美银维持2500美元目标价，认为AI存储需求将推动公司盈利持续增长。机构集中释放积极信号，为此前因业绩指引不及预期而承压的股价提供了情绪修复支撑。此外，半导体及存储板块今日整体回暖，西部数据同步上涨，板块联动亦对闪迪股价构成助力。\n        据FactSet数据，闪迪当前分析师平均评级为“超配”，平均目标价约2234美元，远高于当前股价，显示出市场对其长期增长潜力的信心。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"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"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2658393234","title":"美股多隻存儲芯片股深夜翻紅 閃迪升逾4% 西部數據升逾2% 美光科技升逾1%","url":"https://stock-news.laohu8.com/highlight/detail?id=2658393234","media":"中新经纬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658393234?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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Research上調評級至買入疊加多機構維持看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1153679008","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1153679008?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 21:52","pubTimestamp":1786369954,"startTime":"0","endTime":"0","summary":"8月10日，闪迪盘中上涨3.1%，报1249.87美元/股，成交额28.12亿美元。消息面上，投资研究机构Argus Research将闪迪评级上调至\"买入\"，同日华兴资本维持买入评级并给出2000美元目标价，此前美银亦维持2500美元目标价，认为AI存储需求将推动盈利持续增长。多家机构集中释放看多信号，为此前因业绩指引不及预期连续下挫的闪迪提供情绪修复支撑。据FactSet数据，闪迪当前分析师平均评级为\"超配\"，平均目标价约2234美元，远高于当前股价。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"闪迪盘中上涨3.1%，Argus 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RESEARCH將閃迪評級上調至「買入」。","url":"https://stock-news.laohu8.com/highlight/detail?id=2658933798","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658933798?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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三大股指期貨升跌不一；半導體股、光通信股、內存股盤前上揚，AAOI盤前升逾5%，SOXL升逾3%，閃迪升逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100740609","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100740609?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 16:07","pubTimestamp":1786349223,"startTime":"0","endTime":"0","summary":"美股三大股指期货涨跌不一，截止发稿，道指期货微跌 0.02%，纳指期货升0.42%，标普500指数期货跌0.17%。SpaceX股价盘前续升逾 1%，该股上周五上涨16%，结束了连续四周下跌的走势。SpaceX股票此前面临典型的IPO“限售股解禁”问题：早期投资者和公司内部人士持有的数百万股股票正在逐步获得交易资格。光通信概念股再度走高，AAOI盘前涨超5%，Lumentum 涨超 3%、康宁涨2%。存储股盘前造好，闪迪升逾 2%。","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":null,"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":[".IXIC","AAOI",".DJI",".SPX","SNDG","SOXL","SNDU","SNDC","SNDQ","COHX","SNDK","SNXX","COHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658860500","title":"硅基vs碳基、光vs存儲、開源vs閉源--這是高盛頂級科技交易員最關注的10張圖表","url":"https://stock-news.laohu8.com/highlight/detail?id=2658860500","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658860500?lang=zh_tw&edition=fundamental","pubTime":"2026-08-10 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