Investment Rating - The report indicates a strong investment outlook for the industry, with significant revenue and gross margin growth expected in the upcoming quarters [1][3]. Core Insights - The company reported FY26Q2 revenue of $3.025 billion, a year-over-year increase of 61% and a quarter-over-quarter increase of 31%, significantly exceeding previous guidance [1][28]. - Gross margin for FY26Q2 was 51.1%, up 18.6 percentage points year-over-year and 21.2 percentage points quarter-over-quarter, also surpassing prior guidance [1][29]. - The company anticipates that demand will continue to significantly exceed supply in all end markets beyond 2026, driven by rising product prices and robust demand across all segments [2][25]. Summary by Sections Financial Performance - FY26Q2 revenue was $3.025 billion, exceeding guidance of $2.55 to $2.65 billion, primarily due to price increases across all segments [1][28]. - Non-GAAP EPS for FY26Q2 was $6.20, far exceeding the previous guidance of $3.00 to $3.40 [1][30]. - The company expects FY26Q3 revenue to be in the range of $4.4 to $4.8 billion, with a gross margin of 65% to 67% [3][32]. Market Segments - Data Center: Revenue reached $440 million, up 74% year-over-year and 64% quarter-over-quarter, with strong demand expected to continue [2][22]. - Edge Computing: Revenue was $1.678 billion, a 63% year-over-year increase and 21% quarter-over-quarter increase, driven by the AI adoption and device upgrades [2][23]. - Consumer Market: Revenue was $907 million, up 61% year-over-year and 31% quarter-over-quarter, with a focus on high-end products [2][24]. Strategic Developments - The company extended its partnership with Kioxia until December 31, 2034, ensuring stable product supply and a total payment of $1.165 billion for manufacturing services [4][31]. - The company is in discussions with NVIDIA regarding additional data demand, estimating an extra 75 to 100 EB of data demand by 2027, which could double the following year [4][41]. Industry Dynamics - The report highlights a structural transformation in the NAND market driven by AI, with data centers expected to become the largest end market for NAND products [21][35]. - The company is focusing on long-term agreements with customers to ensure supply stability and predictable returns, moving away from short-term transactional models [21][38].

Market Overview - U.S. stock markets are expected to open lower due to a tech-led sell-off and ongoing corporate earnings digestion [1] - Nasdaq 100 futures declined 1.06%, S&P 500 futures fell 0.86%, and Dow futures slipped 0.81% [2] - Precious metals, including gold, saw significant declines, with gold's price dropping 2.8% to $5,205 per ounce [2] - Oil prices have also retreated amid easing geopolitical tensions in the Middle East [2] Major Market Indexes - On January 29, 2026, the S&P 500 closed down 0.1% at 6,969.01 after nearing its all-time high [3] - The Dow Jones Industrial Average gained 55.96 points, or 0.1%, finishing at 49,071.56 [3] - The Nasdaq Composite fell 0.7% (172.33 points) to 23,685.12, indicating a shift towards defensive sectors [3] Economic Data and Events - Key economic data releases today include the January jobs report, focusing on payroll growth, unemployment rates, and average hourly earnings [4] - Upcoming data includes the January ISM manufacturing index, December job openings, and housing starts [4] - Japan's Tokyo CPI is also being monitored as a leading indicator for national inflation trends [4] Federal Reserve Appointment - Anticipation surrounds President Trump's nomination of Kevin Warsh as the next Federal Reserve chair, which could lead to rising U.S. Treasury yields [5] - Warsh is known for his inflation hawk stance and criticism of the Fed, potentially signaling a shift in monetary policy [5] Corporate Earnings and Stock Movements - Major companies reporting earnings include Exxon Mobil, Chevron, American Express, Verizon, and Regeneron Pharmaceuticals [6] - Microsoft experienced a 10% drop despite strong quarterly results, as investors focused on future growth and investments [7] - Tesla's stock fell 3.5% despite exceeding profit expectations, with CEO Elon Musk redirecting focus to future ventures [11] - Sandisk Corporation surged over 19% in premarket trading after reporting exceptional earnings driven by AI demand [11] - Apple reported a 16% year-over-year revenue increase but saw flat premarket trading [11] - Southwest Airlines stock rose 18.7% despite missing profit forecasts, buoyed by an optimistic earnings outlook [11] - IBM's stock climbed 5.1% after surpassing profit and revenue expectations [11] - ServiceNow dropped 9.9% despite reporting stronger-than-expected profits [11] - Texas Instruments saw a market surge of over 7% following a favorable capital return strategy [11] - Other notable premarket movers include Deckers Outdoor Corporation up 12.71% and ResMed Inc. up 3.95% [11]

④ 【苹果iPhone销售创历史新高，在华收入增近38%】当地时间1月29日，苹果2026财年Q1财报显示， 营收同比增长16%，iPhone销售收入同比增23%，iPhone销量创历史新高。苹果在大中华区录得营收 255.3亿美元，同比增长37.9%，扭转了上一财季同比下降3.6%的势头。截至发稿，苹果下跌0.2%。 ① 【三大期指齐跌】道指期货跌0.81%、标普500指数期货跌0.87%、纳指期货跌1.09%。 ② 【黄金股大跌，黄金一度跌破5000美元/盎司】黄金股盘前大跌，黄金日内一度跌破5000美元/盎司。 截至发稿，现货黄金下跌7.96%，现货白银下跌12.79%。科尔黛伦矿业跌约10%，哈莫尼黄金跌约7%， 泛美白银跌约9%。 ③ 【芯片股普跌】芯片股盘前普跌。截至发稿，英伟达下跌1.83%，英特尔下跌2.53%，AMD下跌 2.86%。 免责声明：本文内容与数据仅供参考，不构成投资建议，使用前核实。据此操作，风险自担。 ⑤ 【2026年产能已售罄，西部数据跌超5%】当地时间1月29日，西部数据2026财年Q2财报显示，当季 营收达到30.2亿美元，调整后每股收益2.13美元，双双超市场预期。净 ...

在人工智能（AI）技术浪潮驱动下，当前数据存储需求持续高涨。 纽曼指出，当前NAND内存正面临"前所未有的短缺"，这使企业拥有更多定价权，为闪迪及其他存储公司带来了短期上行空间。他进一步表示，AI模型的 不断演进和扩展、更大的训练与推理工作负载以及庞大存储市场需求将成为闪迪持续增长的重要动力。 戈克勒也承认，"NAND闪存已被业界公认是满足全球存储需求不可或缺的核心技术"。 1月29日，美国存储技术公司闪迪（SanDisk）公布最新财报，利润与收入均实现大幅跃升，远超市场预期。股价也随之剧烈波动，盘后价一度拉升超 17%，收盘报价539.3美元，年初至今已上涨95.94%。 财报数据显示，闪迪在2025年第二财季实现利润8.03亿美元，去年同期利润为1.04亿美元；季度收入从去年同期的18.8亿美元跃升至30.3亿美元，增长显 著；经调整后每股收益达6.20美元，远高于分析师普遍预期的3.62美元，也远超公司此前每股3.00至3.40美元的指引区间。 其中，闪迪的数据中心业务收入环比大幅增长64%，凸显了人工智能（AI）基础设施建设带来的强劲拉动。 闪迪首席执行官大卫·戈克勒（David Goeckeler） ...

| SNDK 闪迪 | | | --- | --- | | 539.300 ↑+11.670 +2.21% 收盘价 01/29 16:00 美东 | | | 654.030 * 114.730 +21.27% | 盘前价 01/30 04:04 美东 | | 一 7 24 4 8 | ● 快捷交易 | | 最高价 546.750 开盘价 535.850 | 成交量 2301.03万 | | 最低价 507.240 昨收价 527.630 | 成交额 127.18亿 | | 平均价 552.728 市盈率TM 亏损 | 总市值 787.38亿 (…) | | 振 幅 7.49% 市盈率(静) 亏损 | 总股本 1.46亿 | | 换手率 16.73% 市净率 7.709 | 流通值 741.71亿 | | 52周最高 546.750 委 比 -89.47% | 流通股 1.38亿 | | 52周最低 27.885 量 比 1.17 | 每 手 1股 | | 历史最高 546.750 股息TTM -- | | | 历史最低 27.885 股息率TM -- | | 格隆汇1月30日｜闪迪(SNDK.US)盘前飙升超 ...

每经AI快讯，1月30日，闪迪美股盘前涨超20%，消息面上，闪迪最新财报业绩和指引双超预期。 ...

闪迪股价上涨 2.21%；在人工智能驱动的存储技术需求激增的推动下，该公司正迎来爆发式增长轨迹。 其财季业绩远超华尔街分析师预期及公司自身指引。 在周四的分析师电话会议上，首席财务官Luis Visoso表示，尽管本财季营收略超 30 亿美元，但公司仍 未能满足市场需求。该公司预计，2026 年需求将持续超过供应。 营收同比大幅增长，达到 30.3 亿美元，而去年同期为 18.8 亿美元。分析师此前预计营收为 26.9 亿美 元，闪迪此前的指引区间为 25.5 亿美元至 26.5 亿美元。 公司表示，得益于科技企业大规模部署人工智能，数据中心业务营收同比增长 64%。 "人工智能正持续推动需求实现跨越式增长，无论是数据中心还是边缘计算场景，系统复杂度与存储内 容需求均在不断扩大。" Goeckeler在电话会议上表示。 他补充道："如今，NAND 闪存已被公认为全球存储需求不可或缺的核心。" 对于当前的第三财季，闪迪预计营收将在 44 亿美元至 48 亿美元之间，经调整每股收益为 12 美元至 14 美元。这一预期远高于分析师预计的营收 29.3 亿美元及经调整每股收益 5.11 美元。 首席执行官David ...

杰富瑞将闪迪目标价从600美元上调至700美元。 ...

闪迪董事长兼 CEO 大卫 · 戈克勒强调："该合资企业在 NAND 研发与制造领域持续创造高性能、低成 本技术。25 年前行业初兴时启航，现已实现数百艾字节产能输出，面向 2026 年预计 1500 亿美元的市 场规模。新协议印证合作规模与互惠价值。" 来源：IT之家 此次延期凸显双方深度协作关系，将继续通过 AI 赋能智能制造与规模经济保障先进 3D 闪存稳定生 产。其尖端存储产品对满足生成式 AI 激增需求至关重要。铠侠北上工厂的合资协议同步延长至 2034 年底。 根据新协议，闪迪将向铠侠支付 11.65 亿美元（IT之家注：现汇率约合 81.04 亿元人民币）制造服务费 以确保持续供应，款项将于 2026 至 2029 年分期支付。 铠侠总裁兼首席执行官早坂信夫表示："此协议不仅认可铠侠制造运营价值，更通过全球最大闪存工厂 的规模经济增强盈利能力。我们将持续提供高质量产品，推动由 AI 驱动的数字社会转型。" 1 月 30 日，铠侠与闪迪公司今日宣布，双方就四日市工厂的合资协议延长五年。原定 2029 年 12 月 31 日到期的协议将延续至 2034 年 12 月 31 日，标志着两家企业跨越 2 ...

Sandisk Corporation (NASDAQ:SNDK) is one of the best performing new tech stocks to buy now. On January 26, Mizuho raised its price target on SanDisk to $600 from $410 with an Outperform rating, citing a belief that pricing tailwinds in legacy DRAM and NAND markets will improve 2026 sales and margins for the memory group. The firm expects no new NAND wafer capacity in 2026 or 2027 while demand expands over 20% in 2026, leading to estimated annualized NAND pricing increases of 330% year-over-year in 2026 and ...