{"id":52544,"date":"2026-08-07T07:18:58","date_gmt":"2026-08-07T07:18:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/cn\/uncategorized\/sandisks-problem-is-not-the-quarter\/"},"modified":"2026-08-07T07:18:58","modified_gmt":"2026-08-07T07:18:58","slug":"sandisks-problem-is-not-the-quarter","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/cn\/opinion\/sandisks-problem-is-not-the-quarter\/","title":{"rendered":"SanDisk\u7684\u95ee\u9898\u4e0d\u5728\u4e8e\u5b63\u5ea6\u4e1a\u7ee9"},"content":{"rendered":"<figure class=\"wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"700\" src=\"https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"3D illustration of a SanDisk memory chip hovering above a circuit board on a pastel platform, symbolizing AI data storage.\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI.webp 1250w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-300x168.webp 300w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-1024x573.webp 1024w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-768x430.webp 768w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-500x280.webp 500w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-400x224.webp 400w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-350x196.webp 350w, https:\/\/www.vtmarkets.com\/cn\/wp-content\/uploads\/sites\/11\/2026\/08\/SanDiskQ4AI-200x112.webp 200w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u95ea\u8fea\uff08SanDisk\uff092026\u8d22\u5e74\u7b2c\u56db\u5b63\u5ea6\u4e1a\u7ee9\u51e0\u4e4e\u6ee1\u8db3\u4e86\u6295\u8d44\u8005\u7684\u5168\u90e8\u9884\u671f\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u8425\u6536\u7ea6\u4e3a<a href=\"https:\/\/www.channelnewsasia.com\/business\/sandisk-forecasts-upbeat-quarterly-revenue-ai-driven-demand-6302136\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">89.7\u4ebf\u7f8e\u5143\uff0c\u9ad8\u4e8e\u5e02\u573a\u4e00\u81f4\u9884\u671f\u7ea684.8\u4ebf\u7f8e\u5143<\/a>\u3002\u8c03\u6574\u540e\u6bcf\u80a1\u6536\u76ca\uff08EPS\uff0c\u7528\u66f4\u5e38\u89c1\u7684\u8bdd\u8bf4\u5c31\u662f\u201c\u5254\u9664\u4e00\u6b21\u6027\u9879\u76ee\u540e\u7684\u6bcf\u80a1\u5229\u6da6\u201d\uff09\u4e3a39.25\u7f8e\u5143\uff0c\u660e\u663e\u9ad8\u4e8e\u5206\u6790\u5e08\u9884\u6d4b\u768434.96\u7f8e\u5143\u3002\u6570\u636e\u4e2d\u5fc3\u8425\u6536\u4ea6\u52a0\u901f\u589e\u957f\uff0c\u7ea629.7\u4ebf\u7f8e\u5143\uff0c\u53cd\u6620\u4eba\u5de5\u667a\u80fd\uff08AI\uff09\u76f8\u5173\u57fa\u7840\u8bbe\u65bd\u9700\u6c42\u6301\u7eed\u7d2f\u79ef\u3002\u5229\u6da6\u7387\u8868\u73b0\u5f02\u5e38\u5f3a\u52b2\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u968f\u540e\u5e02\u573a\u5173\u6ce8\u70b9\u8f6c\u5411\u516c\u53f8\u6307\u5f15\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u95ea\u8fea<a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/sandisk-q4-earnings-call-highlights-050355038.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u9884\u8ba1\u672c\u5b63\u5ea6\u8425\u6536\u4e3a103\u4ebf\u81f3108\u4ebf\u7f8e\u5143<\/a>\u3002\u533a\u95f4\u4e2d\u503c\u7565\u4f4e\u4e8e\u90e8\u5206\u66f4\u4e50\u89c2\u9884\u671f\u6240\u5728\u6c34\u5e73\u3002\u8fd9\u4e2a\u5c0f\u5e45\u5dee\u8ddd\u8db3\u4ee5\u8ba9\u5e02\u573a\u66f4\u5173\u6ce8\u201c\u672a\u8fbe\u5230\u7684\u90e8\u5206\u201d\uff0c\u800c\u975e\u201c\u5df2\u5151\u73b0\u7684\u4e1a\u7ee9\u201d\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u8fd9\u4f53\u73b0\u4e86\u5f3a\u666f\u6c14\u5468\u671f\u4e2d\u5e38\u89c1\u7684\u201c\u4e1a\u7ee9\u6096\u8bba\u201d\uff1a\u80a1\u4ef7\u4e0d\u4ec5\u53cd\u6620\u4e1a\u7ee9\u672c\u8eab\uff0c\u66f4\u53cd\u6620\u4e1a\u7ee9\u4e0e\u9884\u671f\u4e4b\u95f4\u7684\u5dee\u503c\u3002\u5f53\u516c\u53f8\u957f\u671f\u8868\u73b0\u5f3a\u52bf\u65f6\uff0c\u5e02\u573a\u5f80\u5f80\u4f1a\u628a\u9690\u542b\u9884\u671f\u62ac\u9ad8\u81f3\u9ad8\u4e8e\u516c\u5f00\u4e00\u81f4\u9884\u671f\u7684\u6c34\u5e73\uff1b\u5373\u4f7f\u201c\u8d85\u9884\u671f\u201d\uff0c\u4e5f\u53ef\u80fd\u56e0\u6295\u8d44\u8005\u5df2\u63d0\u524d\u62bc\u6ce8\u66f4\u9ad8\u7ed3\u679c\u800c\u5f15\u53d1\u5931\u671b\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5bf9\u95ea\u8fea\u800c\u8a00\uff0c\u8fd8\u6709\u4e00\u4e2a\u7ed3\u6784\u6027\u56e0\u7d20\uff1a\u5b58\u50a8\u5668\u884c\u4e1a\u4ecd\u5177\u5f3a\u5468\u671f\u5c5e\u6027\uff0c\u521b\u7eaa\u5f55\u7684\u9ad8\u5229\u6da6\u7387\u5f80\u5f80\u610f\u5473\u7740\u4f9b\u7ed9\u504f\u7d27\u3002\u4f9b\u7ed9\u504f\u7d27\u4f1a\u5e26\u6765\u673a\u4f1a\uff0c\u4e5f\u4f1a\u8bf1\u53d1\u4f9b\u7ed9\u54cd\u5e94\u3002\u8f83\u5f3a\u7684\u4ef7\u683c\u6c34\u5e73\u4f1a\u4fc3\u4f7f\u5382\u5546\u589e\u52a0\u8d44\u672c\u5f00\u652f\uff08capex\uff0c\u5373\u201c\u7528\u4e8e\u6269\u4ea7\u548c\u8bbe\u5907\u7684\u6295\u8d44\u201d\uff09\uff0c\u4ece\u800c\u5728\u540e\u7eed\u9636\u6bb5\u5c06\u65b0\u589e\u4f9b\u7ed9\u5e26\u56de\u5e02\u573a\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5728<a href=\"https:\/\/www.vtmarkets.com\/live-updates\/amid-the-ai-boom-memory-and-storage-shares-soar-with-two-leading-firms-worth-tracking-closely\/\" target=\"_blank\" rel=\"noopener\" title=\"\">\u5b58\u50a8\u5668<\/a>\u884c\u4e1a\uff0c\u6700\u666f\u6c14\u7684\u9636\u6bb5\u5f80\u5f80\u4e5f\u57cb\u4e0b\u4e0b\u4e00\u8f6e\u4e0b\u884c\u7684\u79cd\u5b50\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\"><strong>\u95ea\u8fea\u8d22\u62a5\uff1aNAND\u4e4b\u5916\u7684\u66f4\u5927\u53d8\u5316<\/strong><\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5728\u672c\u8f6e<a href=\"https:\/\/www.vtmarkets.com\/tag\/AI\/?utm_source=Opinion&amp;utm_content=SandiskQ4\">AI<\/a>\u884c\u60c5\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\uff0c\u6295\u8d44\u8005\u53ef\u5c06\u534a\u5bfc\u4f53\u516c\u53f8\u5f52\u4e3a\u540c\u4e00\u6761\u201c\u4f9b\u7ed9\u94fe\u53d7\u76ca\u201d\u4e3b\u7ebf\u3002\u4f46\u968f\u7740<a href=\"https:\/\/www.vtmarkets.com\/opinion\/chinas-ai-memory-ambition-the-global-co-nand-dram\/?utm_source=Opinion&amp;utm_content=SandiskQ4\" target=\"_blank\" rel=\"noopener\" title=\"\">NAND\u4e0eDRAM\u9700\u6c42\u66f4\u8d8b\u7ec6\u5206<\/a>\uff0c\u8fd9\u79cd\u7b3c\u7edf\u5206\u7c7b\u8d8a\u6765\u8d8a\u96be\u6210\u7acb\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4e3b\u8981\u516c\u53f8\u7684\u5dee\u5f02\u5982\u4e0b\uff1a<\/p>\n<p><\/p>\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td class=\"has-text-align-center\" data-align=\"center\">\u516c\u53f8<\/td><td class=\"has-text-align-center\" data-align=\"center\">AI\u655e\u53e3\uff08\u4e0eAI\u9700\u6c42\u7684\u76f8\u5173\u5ea6\uff09<\/td><td class=\"has-text-align-center\" data-align=\"center\">\u4e1a\u52a1\u5b9a\u4f4d<\/td><\/tr><tr><td><a href=\"https:\/\/www.vtmarkets.com\/learn\/is-sk-hynix-skhy-the-next-big-ai-semiconductor-trade\/?utm_source=Opinion&amp;utm_content=SandiskQ4\">SK\u6d77\u529b\u58eb<\/a><\/td><td>\u9ad8<\/td><td>\u9ad8\u5e26\u5bbd\u5b58\u50a8\u5668\uff08HBM\uff0c\u6307\u4e3aAI\u52a0\u901f\u5668\u63d0\u4f9b\u66f4\u9ad8\u5e26\u5bbd\u7684\u5148\u8fdbDRAM\uff09\u9886\u5148\u4f9b\u5e94\u5546\uff0c\u662fAI\u52a0\u901f\u5668\u7684\u5173\u952e\u90e8\u4ef6<\/td><\/tr><tr><td>\u7f8e\u5149\uff08Micron\uff09<\/td><td>\u63d0\u5347\u4e2d<\/td><td>\u5c06\u5b58\u50a8\u4ea7\u54c1\u7ec4\u5408\u9010\u6b65\u8f6c\u5411\u6570\u636e\u4e2d\u5fc3\u9700\u6c42<\/td><\/tr><tr><td>\u4e09\u661f\uff08Samsung\uff09<\/td><td>\u8986\u76d6\u5e7f<\/td><td>\u4e1a\u52a1\u6db5\u76d6\u5b58\u50a8\u3001\u6676\u5706\u4ee3\u5de5\uff08foundry\uff0c\u6307\u4e3a\u5176\u4ed6\u516c\u53f8\u4ee3\u5de5\u5236\u9020\u82af\u7247\uff09\u3001\u903b\u8f91\u82af\u7247\uff08logic\uff0c\u6307\u5904\u7406\u8fd0\u7b97\u4e0e\u63a7\u5236\u7684\u82af\u7247\uff09\u53ca\u6d88\u8d39\u7535\u5b50<\/td><\/tr><tr><td>\u95ea\u8fea\uff08SanDisk\uff09<\/td><td>\u4e0d\u540c<\/td><td>\u805a\u7126NAND\uff08\u975e\u6613\u5931\u95ea\u5b58\uff0c\u7528\u4e8e\u5b58\u50a8\u6570\u636e\uff09\uff0c\u4e0d\u6d89\u8db3DRAM\uff08\u52a8\u6001\u968f\u673a\u5b58\u53d6\u5b58\u50a8\u5668\uff0c\u5e38\u7528\u4e8e\u5185\u5b58\uff09\u6216HBM<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u95ea\u8fea\u7684\u5dee\u5f02\u5728\u4e8e\uff1a\u5176\u5e76\u672a\u76f4\u63a5\u53c2\u4e0eHBM\u5e02\u573a\uff0c\u800cHBM\u5df2\u6210\u4e3aAI\u57fa\u7840\u8bbe\u65bd\u6269\u5f20\u4e2d\u6700\u660e\u786e\u7684\u53d7\u76ca\u9886\u57df\u4e4b\u4e00\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u8fd9\u4e00\u5dee\u5f02\u81f3\u5173\u91cd\u8981\uff1aAI\u76f8\u5173\u6295\u5165\u5e76\u4e0d\u4f1a\u5bf9\u6240\u6709\u5b58\u50a8\u9700\u6c42\u5e26\u6765\u540c\u7b49\u589e\u76ca\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">NAND\u5386\u6765\u662f\u534a\u5bfc\u4f53\u4e2d\u6ce2\u52a8\u8f83\u5927\u7684\u9886\u57df\u4e4b\u4e00\u3002\u8fc7\u53bb\u4f9b\u7ed9\u8fc7\u5269\u66fe\u524a\u5f31\u76c8\u5229\u80fd\u529b\uff0c\u800c\u4f9b\u7ed9\u7eaa\u5f8b\uff08\u66f4\u5e38\u89c1\u7684\u8bf4\u6cd5\u662f\u201c\u63a7\u5236\u4ea7\u80fd\u6295\u653e\u3001\u907f\u514d\u76f2\u76ee\u6269\u4ea7\u201d\uff09\u4ecd\u662f\u51b3\u5b9a\u6bcf\u8f6e\u5468\u671f\u8d70\u5411\u7684\u5173\u952e\u56e0\u7d20\u3002AI\u5e76\u4e0d\u4f1a\u6539\u53d8\u8fd9\u4e00\u5e95\u5c42\u673a\u5236\uff0c\u4f46\u4f1a\u6539\u53d8\u90e8\u5206\u7ec6\u5206\u5e02\u573a\u9700\u6c42\u7684\u8d28\u91cf\u7ed3\u6784\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\">AI\u6b63\u5728\u6539\u53d8\u201c\u5b58\u50a8\u201d\u7684\u542b\u4e49<\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">AI\u5e38\u88ab\u63cf\u8ff0\u4e3a\u201c\u7b97\u529b\u53d9\u4e8b\u201d\uff0c\u4f46\u540c\u6837\u4e5f\u662f\u201c\u6570\u636e\u53d9\u4e8b\u201d\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u8bad\u7ec3\u5927\u6a21\u578b\u9700\u8981\u6d77\u91cf\u6570\u636e\u96c6\uff1b\u5927\u89c4\u6a21\u63a8\u7406\uff08inference\uff0c\u5373\u201c\u6a21\u578b\u4e0a\u7ebf\u540e\u7528\u4e8e\u5b9e\u9645\u8f93\u51fa\u7ed3\u679c\u7684\u8ba1\u7b97\u201d\uff09\u9700\u8981\u5feb\u901f\u8bbf\u95ee\u5df2\u5b58\u50a8\u7684\u4fe1\u606f\u3002\u4f01\u4e1a\u90e8\u7f72AI\u7cfb\u7edf\u4e5f\u4f1a\u4ece\u6587\u6863\u3001\u89c6\u9891\u3001\u5ba2\u6237\u8bb0\u5f55\u4e0e\u8fd0\u8425\u65e5\u5fd7\u4e2d\u751f\u6210\u66f4\u591a\u5185\u90e8\u6570\u636e\u3002<\/p>\n<p><\/p>\n\n\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.vtmarkets.com\/wp-content\/uploads\/2026\/08\/codeNDk4ZTJlYWE4NmUwNzU1NmMzYmQ3NjM0N2VmZDA0ZjVfRHdjVVhnbk5hSDRhVTVOZTNWMDM2NUdOa0xYdXFEdHFfVG9rZW46SWVOTWI2VVNib3loZnJ4R2lGVGxmaXNXZ0piXzE3ODYwODY3MzE6MTc4NjA5MDMzMV9WNAampadd_watermarktrueampscene_typeCCM.webp\" alt=\"\"\/><\/figure>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u9700\u6c42\u6b63\u66f4\u591a\u8f6c\u5411\u4f01\u4e1a\u7ea7SSD\uff08\u56fa\u6001\u786c\u76d8\uff0c\u7528\u4e8e\u670d\u52a1\u5668\/\u6570\u636e\u4e2d\u5fc3\u7684\u9ad8\u6027\u80fd\u5b58\u50a8\uff09\uff0c\u5176\u4e1a\u52a1\u8d28\u91cf\u901a\u5e38\u9ad8\u4e8e\u4f20\u7edf\u6d88\u8d39\u7ea7\u95ea\u5b58\u4ea7\u54c1\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4f01\u4e1a\u7ea7\u5b58\u50a8\u901a\u5e38\u5177\u5907\uff1a<\/p>\n<p><\/p>\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f4\u957f\u7684\u8ba4\u8bc1\u5468\u671f\uff08qualification 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architecture\uff0c\u5373\u201c\u901a\u8fc7\u591a\u5c42\u5806\u53e0\u63d0\u5347\u6027\u80fd\u4e0e\u5bb9\u91cf\u7684\u7ed3\u6784\u201d\uff09\uff0c\u4e0eSK\u6d77\u529b\u58eb\u5171\u540c\u7814\u53d1\u3002\u8be5\u6280\u672f\u6216\u5c06\u5e26\u6765\u65b0\u673a\u4f1a\uff0c\u5c24\u5176\u5728AI\u7cfb\u7edf\u9700\u8981\u66f4\u4e13\u4e1a\u5316\u5b58\u50a8\u65b9\u6848\u7684\u80cc\u666f\u4e0b\u3002\u4f46\u5176\u66f4\u504f\u957f\u671f\u589e\u957f\u9009\u9879\uff0c\u77ed\u671f\u5185\u96be\u4ee5\u76f4\u63a5\u6539\u53d8\u76c8\u5229\u8868\u73b0\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\"><strong>SNDK\u80a1\u4ef7\u4e5f\u53d6\u51b3\u4e8e\u6570\u636e\u4e2d\u5fc3\u589e\u957f<\/strong><\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u95ea\u8fea\u4e0b\u4e00\u9636\u6bb5\u7684\u5173\u952e\uff0c\u4e0d\u5728\u4e8e\u80fd\u5426\u518d\u4ea4\u51fa\u4e00\u4e2a\u5f3a\u52b2\u5b63\u5ea6\uff1b\u4ece\u5f53\u524d\u73af\u5883\u770b\uff0c\u6982\u7387\u5e76\u4e0d\u4f4e\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u66f4\u6838\u5fc3\u7684\u95ee\u9898\u662f\uff1a\u516c\u53f8\u8425\u6536\u7ed3\u6784\u80fd\u5426\u8db3\u591f\u5feb\u5730\u5411\u201c\u7b7e\u7ea6\u578b\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u201d\uff08contracted demand\uff0c\u5373\u201c\u66f4\u7a33\u5b9a\u3001\u53ef\u9884\u671f\u7684\u8ba2\u5355\/\u5408\u540c\u9a71\u52a8\u9700\u6c42\u201d\uff09\u503e\u659c\uff0c\u4ece\u800c\u4f7f\u4f30\u503c\u66f4\u63a5\u8fd1\u57fa\u7840\u8bbe\u65bd\u578b\u516c\u53f8\uff0c\u800c\u975e\u4f20\u7edfNAND\u5382\u5546\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u6d88\u8d39\u4e1a\u52a1\u4ecd\u662f\u4e0d\u53ef\u5ffd\u89c6\u7684\u53d8\u91cf\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5f53\u6d88\u8d39\u7aef\u4e0b\u6ed1\u3001\u6570\u636e\u4e2d\u5fc3\u5feb\u901f\u589e\u957f\u65f6\uff0c\u516c\u53f8\u5904\u4e8e\u8f6c\u578b\u671f\u3002\u8f6c\u578b\u5e26\u6765\u673a\u4f1a\uff0c\u4e5f\u5e26\u6765\u4e0d\u786e\u5b9a\u6027\uff0c\u56e0\u4e3a\u6295\u8d44\u8005\u5728\u4e1a\u52a1\u7ed3\u6784\u5c1a\u672a\u5b8c\u5168\u5151\u73b0\u524d\uff0c\u5df2\u5728\u4e3a\u672a\u6765\u5b9a\u4ef7\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5e02\u573a\u5e76\u975e\u53ea\u5728\u5b9a\u4ef7\u95ea\u8fea\u7684\u5f53\u671f\u76c8\u5229\uff0c\u8fd8\u5728\u5b9a\u4ef7\u5176NAND\u4e1a\u52a1\u201c\u7ed3\u6784\u6027\u53d8\u597d\u201d\u7684\u53ef\u80fd\u6027\u3002\u538b\u529b\u4e3b\u8981\u6765\u81ea\u8fd9\u4e00\u9884\u671f\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\">\u5982\u4f55\u89e3\u8bfb\u4e0b\u4e00\u4efd\u8d22\u62a5<\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4e0b\u4e00\u7ec4\u4e1a\u7ee9\u6570\u636e\u7684\u7126\u70b9\uff0c\u53ef\u80fd\u4e0d\u5728\u4e8e\u662f\u5426\u201c\u8d85\u9884\u671f\u201d\uff0c\u800c\u5728\u4e8e\u4e0a\u8ff0\u7ed3\u6784\u6027\u53d8\u5316\u662f\u5426\u6301\u7eed\u3002<\/p>\n<p><\/p>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u4e1a\u7ee9\u6307\u5f15\uff08Guidance\uff0c\u5373\u7ba1\u7406\u5c42\u5bf9\u672a\u6765\u5b63\u5ea6\u7684\u9884\u6d4b\uff09<\/strong>\uff1a\u53cd\u6620\u5f53\u524d\u9700\u6c42\u5f3a\u5ea6\u662f\u5426\u5ef6\u7eed<\/li>\n\n\n\n<li><strong>\u6570\u636e\u4e2d\u5fc3\u5360\u6bd4\uff08Data centre mix\uff0c\u5373\u201c\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u5728\u603b\u6536\u5165\u4e2d\u7684\u6bd4\u4f8b\u201d\uff09<\/strong>\uff1a\u8861\u91cf\u66f4\u9ad8\u8d28\u91cf\u6536\u5165\u662f\u5426\u5728\u63d0\u5347<\/li>\n\n\n\n<li><strong>\u6d88\u8d39\u7aef\u9700\u6c42\uff08Consumer demand\uff09<\/strong>\uff1a\u89c2\u5bdf\u8f83\u5f31\u677f\u5757\u662f\u4f01\u7a33\u8fd8\u662f\u7ee7\u7eed\u8d70\u5f31<\/li>\n\n\n\n<li><strong>\u884c\u4e1a\u8d44\u672c\u5f00\u652f\uff08Industry capex\uff0c\u5373\u5168\u884c\u4e1a\u6269\u4ea7\u6295\u8d44\uff09<\/strong>\uff1a\u5224\u65ad\u5382\u5546\u662f\u5426\u5728\u4e3a\u4e0b\u4e00\u8f6e\u4f9b\u7ed9\u5468\u671f\u505a\u51c6\u5907<\/li>\n<\/ul>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u6295\u8d44\u8005\u4e5f\u5e94\u5173\u6ce8\u66f4\u5e7f\u6cdb\u7684\u5b58\u50a8\u677f\u5757\uff0c\u800c\u4e0d\u4ec5\u662f\u95ea\u8fea\u3002<\/p>\n<p><\/p>\n\n\n<script type=\"module\" src=\"https:\/\/widgets.tradingview-widget.com\/w\/en\/tv-tickers.js\"><\/script>\n\n<tv-tickers symbols=\"NASDAQ:SNDK,NASDAQ:MU,NASDAQ:SKHY\" hide-chart=\"\" hover-type=\"performance-grid\" show-hover=\"\"><\/tv-tickers><br>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u9ad8\u5229\u6da6\u7387\u4f1a\u4fc3\u4f7f\u5404\u5bb6\u5382\u5546\u589e\u52a0\u6295\u8d44\uff1b\u82e5\u4ea7\u80fd\u6269\u5f20\u8fc7\u5feb\uff0c\u63a8\u52a8\u5f53\u4e0b\u76c8\u5229\u7684\u540c\u4e00\u8f6e\u5468\u671f\u4e5f\u53ef\u80fd\u5728\u540e\u7eed\u5f62\u6210\u538b\u5236\u3002\u8d22\u62a5\u540e\u7684\u56de\u8c03\u4e0d\u4e00\u5b9a\u610f\u5473\u7740\u57fa\u672c\u9762\u8f6c\u5f31\uff0c\u6709\u65f6\u53ea\u662f\u53cd\u6620\u4ed3\u4f4d\u3001\u9884\u671f\uff0c\u6216\u5e02\u573a\u5df2\u63d0\u524d\u8ba1\u5165\u5f3a\u52b2\u4e1a\u7ee9\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u95ea\u8fea\u672c\u5b63\u5ea6\u4e1a\u7ee9\u53ea\u662f\u76f8\u5bf9\u5bb9\u6613\u7684\u90e8\u5206\uff1b\u66f4\u96be\u7684\u662f\u8bc1\u660e\uff1a\u5728AI\u57fa\u7840\u8bbe\u65bd\u4e2d\uff0cNAND\u80fd\u5426\u6210\u4e3a\u66f4\u5177\u97e7\u6027\u7684\u4e1a\u52a1\u3002<\/p>\n<p><\/p>\n\n\n<details class=\"wp-block-details is-layout-flow wp-block-details-is-layout-flow\"><summary>Tap for TL;DR<\/summary><p class=\"wp-block-paragraph\"><strong>\u4e3a\u4f55\u95ea\u8fea\u4e1a\u7ee9\u5f3a\u52b2\uff0c\u80a1\u4ef7\u4ecd\u4e0b\u8dcc\uff1f<\/strong> <br>\u5c3d\u7ba1\u4e1a\u7ee9\u8d85\u51fa\u9884\u671f\uff0c\u4f46\u6295\u8d44\u8005\u66f4\u5173\u6ce8\u7565\u4f4e\u4e8e\u66f4\u9ad8\u9690\u542b\u9884\u671f\u7684\u6307\u5f15\u3002<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u6700\u65b0\u8d22\u62a5\u5bf9\u5176AI\u673a\u4f1a\u6709\u4f55\u542f\u793a\uff1f<\/strong> <br>\u6570\u636e\u663e\u793a\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\u589e\u957f\uff0c\u4f46\u5e02\u573a\u4ecd\u5728\u8bc4\u4f30NAND\u662f\u5426\u80fd\u5347\u7ea7\u4e3a\u66f4\u9ad8\u8d28\u91cf\u7684AI\u57fa\u7840\u8bbe\u65bd\u4e1a\u52a1\u3002<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u95ea\u8fea\u4e0e\u5176\u4ed6AI\u5b58\u50a8\u80a1\u6709\u4f55\u4e0d\u540c\uff1f<\/strong> <br>\u4e0d\u540c\u4e8eSK\u6d77\u529b\u58eb\u4e0e\u7f8e\u5149\uff0c\u95ea\u8fea\u4e0d\u76f4\u63a5\u53d7\u76ca\u4e8eHBM\u9700\u6c42\uff0c\u5176AI\u655e\u53e3\u66f4\u96c6\u4e2d\u5728\u4f01\u4e1a\u7ea7\u5b58\u50a8\u3002<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u8d22\u62a5\u540e\u6295\u8d44\u8005\u5e94\u5173\u6ce8\u4ec0\u4e48\uff1f<\/strong> <br>\u6570\u636e\u4e2d\u5fc3\u6536\u5165\u5360\u6bd4\u3001\u6d88\u8d39\u7aef\u9700\u6c42\u8d8b\u52bf\uff0c\u4ee5\u53ca\u5168\u884c\u4e1a\u5b58\u50a8\u4ea7\u80fd\u6295\u8d44\uff0c\u5c06\u5f71\u54cd\u80a1\u4ef7\u540e\u7eed\u8868\u73b0\u3002<\/p>\n\n\n<p class=\"wp-block-paragraph\"><strong>\u95ea\u8fea\u80fd\u5426\u83b7\u5f97\u66f4\u9ad8\u4f30\u503c\uff1f<\/strong> <br>\u5e02\u573a\u5c06\u89c2\u5bdf\u5176\u80fd\u5426\u6210\u529f\u8f6c\u5411\u66f4\u7a33\u5b9a\u7684\u3001\u5408\u540c\u9a71\u52a8\u7684\u6570\u636e\u4e2d\u5fc3\u9700\u6c42\uff0c\u4ece\u800c\u63d0\u5347\u4e1a\u52a1\u97e7\u6027\u3002<\/p>\n<\/details>\n\n\n\n\n<p class=\"wp-block-paragraph\"><b>\u7acb\u5373\u5f00\u59cb\u4ea4\u6613 \u2014 \u70b9\u51fb<a href=\"https:\/\/www.vtmarkets.com\/cn\/trade-now\/?utm_source=Opinion\">\u6b64\u5904<\/a>\u5f00\u8bbe\u60a8\u7684 VT Markets 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