深夜，美股存储巨头大涨

Core Viewpoint - The storage sector is experiencing a strong surge, with SanDisk's stock rising over 22% and Micron Technology also seeing gains of over 3% following SanDisk's impressive earnings report for Q2 of fiscal year 2026, which significantly exceeded market expectations [2][4]. Company Performance - SanDisk reported Q2 fiscal year 2026 revenue of $3.025 billion, a year-over-year increase of 61% [4] - The company's net profit under GAAP was $803 million, reflecting a 672% increase year-over-year [4] - GAAP diluted earnings per share reached $5.15, up 615% compared to the previous year [4] - The gross margin under GAAP was 50.9%, an increase of 18.6 percentage points from the same period last year, surpassing market expectations [4] - For Q3 fiscal year 2026, SanDisk expects revenue between $4.4 billion and $4.8 billion, with a GAAP gross margin forecast of 64.9% to 66.9% [4] Industry Impact - The rising prices in the storage sector are impacting the downstream consumer electronics industry, with Apple experiencing a stock drop of over 2% at one point [5] - Apple's Q1 fiscal year 2026 revenue was $143.756 billion, a 16% year-over-year increase, with a net profit of $42.1 billion, also up 16% [8] - Apple's gross margin was reported at 48.2%, exceeding previous guidance [8] - The company anticipates a revenue growth of 13% to 16% for the next quarter, with a gross margin forecast of 48% to 49% [8] Supply Chain and Demand - Apple is facing supply chain constraints due to strong demand, particularly for the iPhone 17 series, which has driven significant revenue growth [9] - The company is currently in a supply catch-up mode to meet high customer demand, with challenges in predicting when supply and demand will balance [9] - The storage price increases are expected to have a limited impact on Apple's Q1 gross margin but may affect Q2 [9] Financial Position - As of the end of the quarter, Apple held $145 billion in cash and securities, repaid $2.2 billion in maturing debt, and reduced commercial paper by $6 billion, resulting in total debt of $91 billion [10] - The company returned nearly $32 billion to shareholders during the quarter, including $3.9 billion in dividends and $25 billion through stock buybacks [10]