美股异动丨闪迪盘初飙升逾25%，业绩超过了“本就很高”的预期

格隆汇01-30

闪迪(SNDK.US)盘初飙升超25%，报767.69美元。高盛称，闪迪业绩不仅跨越了市场的高门槛，更是全面碾压预期。其Q4营收30.3亿美元、毛利率51.1%及EPS 6.2美元均远超华尔街共识。更惊人的是Q1指引：营收预期高出市场53%，EPS指引更是市场预期的2.4倍。这表明NAND存储行业正经历超预期景气周期，将对美光科技等同类公司产生积极连带效应。

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