智通财经APP获悉，华尔街金融巨头摩根士丹利近日将全球SSD存储产品领军者闪迪(SNDK.US)的目标 价从 263 美元上调至 273 美元，并维持"增持"评级。值得一提的是，这一观点的发布恰逢市场抛售全球 存储产品类股票的时期，彼时市场正因担忧资本支出增加以及供应短缺状况可能得到一定程度缓解而纷 纷抛售相关股票。 SanDisk于上月公布了2026财年第一财季的亮眼业绩报告以及超预期的强劲未来业绩指引：公司营收达 到创纪录的23亿美元，与上一季度相比环比增长21%，和去年同期相比同比增长23%;非通用会计准则 (非GAAP)下的每股收益从上一季度的0.29美元大幅跃升至1.22美元;库存周转天数从135天减少至115 天。此外，该公司还预计，第二财季的营收将处于25.5亿至26.5亿美元的区间。 据了解，SanDisk专注于在全球市场布局业务，其业务范围涵盖美国、欧洲、中东、非洲、亚洲以及其 他国际地区，致力于开发、制造并销售基于NAND闪存技术的各类数据存储设备与解决方案。 2025年2月存储产品超级巨无霸西部数据(WDC.US)已完成闪存业务拆分，旗下的闪迪(SanDisk) 重新作 为独立公司运营， ...

Core Viewpoint - The article highlights the growth potential of Xiangnon Chip Creation, a leading electronic component distributor in China, particularly in the context of increasing capital expenditures by major clients like Alibaba in AI infrastructure [2][3]. Group 1: Company Overview - Xiangnon Chip Creation has established capabilities in providing electronic components such as data storage devices, main control chips, and modules, which are widely used in cloud computing storage, mobile phones, televisions, automotive products, smart wearables, and the Internet of Things [2]. - The company has accumulated numerous high-quality original factory authorization qualifications, including partnerships with top global memory suppliers like SK Hynix and renowned main control chip brands like MTK [2]. Group 2: Client and Market Dynamics - Alibaba has announced significant capital expenditure plans, with investments in AI infrastructure expected to exceed the total of the past decade over the next three years, which is likely to benefit Xiangnon Chip Creation as a supplier in the enterprise storage sector [3]. - The company has established a strong client base, including major internet cloud service providers and large domestic ODM enterprises, enhancing its competitive advantage in the market [3]. Group 3: Product Development - The company has made rapid progress in developing its proprietary enterprise storage products through its subsidiary, Haipu Storage, focusing on SSD storage product design, production, and sales [4]. - As of June 30, 2024, the company has successfully completed the research and trial production of enterprise-level DDR4, DDR5, and Gen4 eSSD products, which are now entering mass production [4].