消息面上，闪迪上周公布强劲的季度业绩和展望，第二财季销售额同比增长61%至30.3亿美元，经调整 后每股收益同比暴增404%至6.2美元，远超市场预期。随后，华尔街大行集体上调对闪迪的目标价，其 中，高盛将闪迪12个月目标价从320美元上调至700美元，美国银行将闪迪目标股价从390美元上调至850 美元。伯恩斯坦分析师马克·纽曼更是将闪迪的目标价从580美元大幅上调至1000美元，强调其利润率扩 张的驱动力不仅来自NAND价格上涨，还包括显著的成本下降和产品组合优化。(格隆汇) 闪迪(SNDK.US)盘前续涨超4%，报692.02美元。截至周一收盘，闪迪今年已累计上涨超180%。 ...

每经AI快讯，2月3日，美股存储板块盘前走高。美光科技涨1.8%，闪迪涨3.2%，西部数据涨2.3%。 （文章来源：每日经济新闻） ...

美东时间周一，在美股市场尚未完全走出贵金属抛售风暴带来的恐慌情绪之际，"存储四巨头"却集体迎来强劲涨势——闪迪、美光、希捷科技和西部数据 集体大幅收涨。 在这其中，NAND巨头闪迪更是以15.44%的惊人涨幅成为整个市场"最靓的仔"。 事实上，自上周五闪迪公布了强劲的业绩和展望报告后，就立即受到了华尔街的热捧。 美东时间周一，华尔街分析师们纷纷出手，大幅上调对闪迪的未来盈利和股价预期，其中伯恩斯坦甚至喊出了1000美元的目标价，相较于当前665美元的 股价，意味着还有超过50%的上涨空间。 闪迪股价在过去一年已经飙升十余倍 首先支撑华尔街信心的，就是闪迪拿出的坚实财报数据。 北京时间上周五，闪迪公布了一份亮瞎眼的财报：公司第二财季（截至1月2日）营收为 30.3 亿美元，环比增长 31%，高于市场预期的 26.4 亿美元。调整 后每股收益为6.20美元，几乎是市场普遍预期3.33美元的两倍。 按美国通用会计准则（GAAP）计算，公司净利润飙升至8.03亿美元，较去年同期的1.04亿美元增长672%；毛利率提升至51.1%，反映出更高的定价和有 利的产品组合；自由现金流同比增长超过1000%。 而公司对于第三财 ...

港股晨报 2026 年 2 月 3 日 国投证券（香港）有限公司 • 研究部 1. 国投证券国际视点：美股反弹逼近新高，制造业 PMI 强 势重返扩张 昨日，港股三大指数持续下行。截至收盘，恒生指数跌 2.23%，国企指数跌 2.54%， 恒生科技指数跌 3.36%。南向资金北水方面，港股通交易净流入 19.07 亿港元。 港股通 10 大成交活跃股中，北水净买入最多的是腾讯控股 700.HK、小米集团 1810.HK、中国人寿 2628.HK；净卖出最多的是华虹半导体 1347.HK、紫金矿业 2899.HK、阿里巴巴 9988.HK。 板块方面，黄金、有色金属、铜矿等板块集体回调。山东黄金 1787.HK 跌 12.56%， 赤峰黄金 6693.HK 跌 12.18%，灵宝黄金 3330.HK 跌 8.7%，招金矿业 1818.HK 跌 8.29%，中国黄金国际 2099.HK 跌 7.94%，紫金黄金国际 2259.HK 跌 7.87%。 国际贵金属市场延续上周五的剧烈抛售行情，黄金与白银跌势进一步加深，带 动相关板块股价下挫。 建材水泥股和煤炭股也遭遇下跌，西部水泥 2233.HK 跌 15.47%， ...

智通财经APP获悉，瑞穗证券科技板块专家乔丹·克莱恩近日表示，随着投资者从贵金属和加密货币中 撤离，资金可能正转向内存与硬盘驱动类股票。 克莱恩建议，与其集中押注英伟达(NVDA.US)或博通(AVGO.US)等热门个股，不如在科技板块内进行 分散配置。"投资者应适当配置存储类股票，同时布局部分设备商如泛林集团(LRCX.US)或应用材料 (AMAT.US)。此外，硬盘驱动类公司如希捷(STX.US)、西部数据(WDC.US)、闪迪也值得关注。" 在估值普遍承压的环境下，克莱恩最后强调了风险管理的重要性："切勿全仓押注单一标的，波动风险 确实存在。"他建议投资者通过分散布局来缓冲潜在的市场震荡。 然而，他也提及传统主动管理基金经理的担忧：他们警惕那些追逐表现却不理解底层资产的"游客资 金"。"这些人甚至不知道自己持有的是什么，只是跟随股价走势追涨。一旦动量瓦解，他们将是率先抛 售的人，"克莱恩直言。 克莱恩认为，近期闪迪(SNDK.US)的业绩电话会议成为行业转折点。一家原本年均盈利约3至5美元的公 司，如今"预计年盈利将突破60美元"，甚至有望达到60至80美元。基于当前盈利增长曲线陡峭、且新增 产能有限， ...

We recently published 10 Big Names Already Crushing This February. Sandisk Corporation (NASDAQ:SNDK) was one of the top performers on Monday. Sandisk extended its winning streak to a fifth straight day on Monday, adding 15.44 percent to close at $665.24 apiece, as investors took heart from an investment firm’s 72 percent price target upgrade for its stock. In an updated report, Bernstein raised its price target for Sandisk Corporation (NASDAQ:SNDK) to $1,000 from $580 previously, reflecting a 50 percent ...

Group 1 - SF Express (09699) expects a profit of no less than RMB 238 million for the year ending December 31, 2025, representing an increase of at least 80% compared to 2024. Adjusted net profit is projected to be no less than RMB 376 million, a growth of at least 158%, with revenue expected to reach no less than RMB 22 billion, a 40% increase from 2024 [1] - Fuhong Hanlin (02696) shares rose nearly 5% following a successful offline researcher meeting in San Francisco regarding its international multi-center Phase III clinical study for HLX22, a new anti-HER2 monoclonal antibody [1] - Xpeng Motors (09868) saw a decline of over 2.2% as it reported January vehicle deliveries of 20,011 units, a year-on-year decrease of 34.07% and a month-on-month decrease of 46.65% [1] Group 2 - Engineering machinery stocks continued to rise, with Zoomlion (01157) up 7.47% and Sany International (00631) up 3.57%. The total import and export trade of engineering machinery in China for 2025 is projected to be USD 62.743 billion, a year-on-year increase of 13.2% [2] - Ruipu Lanjun (00666) shares increased over 5% after announcing its first profit forecast since listing, expecting a net profit of RMB 630 million to RMB 730 million for the year ending December 31, 2025 [2] - Pony.ai (02026) shares rose over 2.5% following a partnership with Aitbot to build a fully autonomous driving service fleet [2] Group 3 - MINIMAX-WP (00100) shares surged over 12.7% after the release of the MiniMax Music 2.5 audio model, which achieved breakthroughs in "paragraph-level strong control" and "physical-level high fidelity" [3] - China International Marine Containers (02039) shares rose over 12% after discussing its data center business and container manufacturing performance in an investor relations activity [3] Group 4 - WanGuo Gold Group (03939) shares increased over 6.8% after announcing an expected profit of approximately RMB 1.4 billion to RMB 1.5 billion for 2025, a year-on-year increase of about 143% to 161% due to rising sales volume and prices of gold products [4] - Junda Co., Ltd. (02865) shares rose over 13% after completing a placement agreement [4] Group 5 - Carnival Cruise Line (CCL.US) shares rose 8.09% as U.S. House Speaker Mike Johnson expressed confidence in gaining Republican support to end the government shutdown [5] - Major tech stocks like AMD (AMD.US) and Intel (INTC.US) saw gains, with AMD up 4.03% and Intel up 5.04%, following unexpected expansion in U.S. manufacturing activity [5] - The storage sector strengthened, with SanDisk (SNDK.US) up 15.44% as demand for AI and data centers continues to drive price increases in DRAM and NAND Flash products [6] Group 6 - Disney (DIS.US) shares fell 7.4% despite reporting a 5% year-on-year revenue increase to USD 26 billion for Q1 2026, exceeding analyst expectations [7] - Coterra Energy (CTRA.US) shares dropped 3.6% following Devon Energy's announcement of a significant acquisition deal [6] - Oracle (ORCL.US) shares declined 2.75% as the company plans to raise USD 45 billion to USD 50 billion for expanding its cloud infrastructure [8]

Core Insights - Sandisk's stock surged due to rising memory prices and a shortage in the memory sector driven by the AI boom [1][2] - The company exceeded earnings estimates in its second-quarter report, with significant revenue and profit growth [6] Group 1: Stock Performance - Sandisk's shares rose 15.41% last month, benefiting from media reports on increasing memory prices [1] - The stock finished the year up 143%, gaining in nearly every session last month [2] Group 2: Market Drivers - Nvidia CEO Jensen Huang's comments on AI storage being an "unserved market" contributed to a significant stock increase [4] - TrendForce projected a 33%-38% rise in NAND flash contract prices for the first quarter [4] Group 3: Earnings Report - In Q2, Sandisk's revenue increased by 31% sequentially and 61% year-over-year to $3.03 billion, surpassing consensus estimates of $2.69 billion [6] - Adjusted earnings per share rose from $1.23 to $6.20, with gross margin increasing from 32.5% to 51.1% [6] Group 4: Future Outlook - For Q3, Sandisk forecasts revenue between $4.4 billion and $4.8 billion, with adjusted earnings per share expected to double to $12-$14 [7] - The current upswing in memory prices and profits suggests potential for continued growth in the coming quarters [7]

Wall Street is getting more bullish about the flash storage leader's growth prospects.Shares of Sandisk (SNDK +15.44%) popped on Monday, following positive analyst commentary.By the close of trading, Sandisk's stock price was up more than 15%. Sandisk is a prime beneficiary of the AI megatrendThe rapid buildout of artificial intelligence (AI) data centers is creating an urgent need for high-performance storage solutions. This powerful trend plays right into Sandisk's wheelhouse.Sandisk's sales leaped 61% ye ...

Group 1 - The Dow Jones Industrial Average rose by 578.68 points, with large tech stocks showing mixed performance; Apple increased by over 4%, while Nvidia and Tesla fell by nearly 3% and 2% respectively [1] - The semiconductor sector mostly saw gains, with the Philadelphia Semiconductor Index rising; Micron Technology and Intel both increased by over 5%, and Texas Instruments rose by over 4% [1] - SanDisk reported a significant revenue increase of 61% year-over-year for FY26Q2, achieving $3.025 billion in revenue, with a gross margin of 51.1%, exceeding market expectations [1] Group 2 - AstraZeneca upgraded its American Depositary Receipts to common stock on NASDAQ, allowing for equal listing status in the UK, Sweden, and the US, where nearly half of its revenue is generated [1] - AstraZeneca committed to investing $50 billion in the US market by 2030 while pausing a £200 million expansion plan at its UK headquarters [1] - OpenAI's CEO reaffirmed the strong partnership with Nvidia, emphasizing the desire to remain a major customer, while Nvidia plans to continue significant investments in OpenAI [2] Group 3 - The energy sector experienced declines, with ExxonMobil falling over 2% and international crude oil prices dropping significantly; WTI crude futures fell by 4.71% to $62.14 per barrel [2] - Precious metals saw fluctuations, with spot gold briefly reaching $4,800 before closing at $4,658 per ounce, while silver experienced a drop of 7% to $79 per ounce [2] - Chinese concept stocks mostly declined, with the Nasdaq Golden Dragon China Index down by 0.65%; notable declines included XPeng Motors down over 8% and NIO down nearly 4% [2]