{"id":53390,"date":"2026-08-07T10:14:38","date_gmt":"2026-08-07T10:14:38","guid":{"rendered":"https:\/\/www.vtmarkets.com\/zh-ca\/uncategorized\/53390\/"},"modified":"2026-08-07T10:14:38","modified_gmt":"2026-08-07T10:14:38","slug":"sandisks-problem-is-not-the-quarter","status":"publish","type":"post","link":"https:\/\/www.vtmarkets.com\/zh-ca\/opinion\/53390\/","title":{"rendered":"SanDisk \u7684\u554f\u984c\u4e0d\u5728\u65bc\u5b63\u7e3e"},"content":{"rendered":"<figure class=\"wp-block-post-featured-image\"><img loading=\"lazy\" decoding=\"async\" width=\"1250\" height=\"700\" src=\"https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"3D render of an AI hardware stack: a SanDisk memory card floats above a circuit board on a pink\u2011blue platform with the VT logo in the corner.\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI.webp 1250w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-300x168.webp 300w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-1024x573.webp 1024w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-768x430.webp 768w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-500x280.webp 500w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-400x224.webp 400w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-350x196.webp 350w, https:\/\/www.vtmarkets.com\/zh-ca\/wp-content\/uploads\/sites\/32\/2026\/08\/SanDiskQ4AI-200x112.webp 200w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure>\n\n\n<p class=\"wp-block-paragraph\">SanDisk \u516c\u5e03\u5605\u8ca1\u653f\u5e74\u5ea6\u7b2c\u56db\u5b63\u696d\u7e3e\uff0c\u5e7e\u4e4e\u4ea4\u8db3\u6295\u8cc7\u8005\u60f3\u8981\u5605\u6210\u7e3e\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6536\u5165\u7d04<a href=\"https:\/\/www.channelnewsasia.com\/business\/sandisk-forecasts-upbeat-quarterly-revenue-ai-driven-demand-6302136\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">89.7\u5104\u7f8e\u5143\uff0c\u9ad8\u904e\u5e02\u5834\u4e00\u81f4\u9810\u671f\uff08\u5373\u591a\u6578\u5206\u6790\u54e1\u5e73\u5747\u4f30\u7b97\uff09\u5605\u7d0484.8\u5104\u7f8e\u5143<\/a>\u3002\u7d93\u8abf\u6574\u6bcf\u80a1\u76c8\u5229\uff08Adjusted EPS\uff1a\u6487\u9664\u4e00\u6b21\u6027\u9805\u76ee\u5f8c\u5605\u6bcf\u80a1\u76c8\u5229\uff0c\u8f03\u53cd\u6620\u6838\u5fc3\u7d93\u71df\u8868\u73fe\uff09\u905439.25\u7f8e\u5143\uff0c\u660e\u986f\u9ad8\u904e\u5206\u6790\u54e1\u9810\u6e2c\u560534.96\u7f8e\u5143\u3002\u6578\u64da\u4e2d\u5fc3\uff08Data centre\uff1a\u63d0\u4f9b\u96f2\u7aef\u53ca\u4f3a\u670d\u5668\u904b\u7b97\u5605\u5927\u578b\u6a5f\u623f\uff09\u6536\u5165\u4ea6\u52a0\u5feb\uff0c\u4e0a\u5347\u81f3\u7d0429.7\u5104\u7f8e\u5143\uff0c\u53cd\u6620AI\u76f8\u95dc\u57fa\u5efa\uff08\u5982\u4f3a\u670d\u5668\u3001\u52a0\u901f\u5668\u7b49\uff09\u9700\u6c42\u6301\u7e8c\u589e\u52a0\u3002\u6bdb\u5229\u7387\uff08Margins\uff1a\u6bcf\u8cfa1\u5143\u6536\u5165\u53ef\u4fdd\u7559\u5e7e\u591a\u5229\u6f64\u5605\u6307\u6a19\uff09\u4ea6\u7570\u5e38\u5f37\u52c1\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f46\u5e02\u5834\u7126\u9ede\u4e4b\u5f8c\u8f49\u5411\u524d\u666f\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk<a href=\"https:\/\/finance.yahoo.com\/markets\/stocks\/articles\/sandisk-q4-earnings-call-highlights-050355038.html\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u9810\u544a\uff08Guidance\uff1a\u516c\u53f8\u5c0d\u672a\u4f86\u4e00\u5b63\/\u4e00\u5e74\u6536\u5165\u6216\u76c8\u5229\u5605\u7ba1\u7406\u5c64\u6307\u5f15\uff09\u672c\u5b63\u6536\u5165\u4ecb\u4e4e103\u5104\u81f3108\u5104\u7f8e\u5143<\/a>\u3002\u6309\u4e2d\u4f4d\u6578\u8a08\u7565\u4f4e\u904e\u90e8\u5206\u8f03\u9032\u53d6\u9810\u671f\u3002\u5462\u500b\u7d30\u5dee\u8ddd\uff0c\u8db3\u4ee5\u4ee4\u5e02\u5834\u66f4\u8457\u773c\u300c\u672a\u5920\u597d\u300d\u800c\u5514\u4fc2\u300c\u5df2\u4ea4\u5230\u8ca8\u300d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5462\u7a2e\u60c5\u6cc1\u5c6c\u65bc\u5f37\u9031\u671f\u5e38\u898b\u5605\u300c\u696d\u7e3e\u6096\u8ad6\u300d\uff1a\u80a1\u50f9\u5514\u53ea\u8ddf\u696d\u7e3e\u8d70\uff0c\u800c\u4fc2\u8ddf\u300c\u696d\u7e3e\u76f8\u5c0d\u9810\u671f\u5605\u5dee\u8ddd\u300d\u8d70\u3002\u7576\u516c\u53f8\u9577\u6642\u9593\u8868\u73fe\u5f37\u52c1\uff0c\u5e02\u5834\u5f80\u5f80\u628a\u9580\u6abb\u63a8\u5f97\u6bd4\u516c\u958b\u9810\u6e2c\u66f4\u9ad8\uff1b\u5373\u4f7f\u300c\u8d85\u9810\u671f\u300d\uff08Beat\uff1a\u9ad8\u904e\u5e02\u5834\u9810\u671f\uff09\u4ecd\u53ef\u80fd\u4ee4\u6295\u8cc7\u8005\u5931\u671b\uff0c\u56e0\u70ba\u8cc7\u91d1\u65e9\u5df2\u62bc\u6ce8\u66f4\u8a87\u5f35\u5605\u7d50\u679c\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5c0dSanDisk\u800c\u8a00\uff0c\u4ef2\u6709\u53e6\u4e00\u500b\u554f\u984c\uff1a\u8a18\u61b6\u9ad4\uff08Memory\uff1a\u7528\u4f5c\u5132\u5b58\u8cc7\u6599\u5605\u534a\u5c0e\u9ad4\uff09\u5c6c\u9031\u671f\u6027\u884c\u696d\uff08Cyclical\uff1a\u53d7\u4f9b\u6c42\u53ca\u50f9\u683c\u5468\u671f\u5927\u4e0a\u5927\u843d\u5f71\u97ff\uff09\uff0c\u800c\u7834\u7d00\u9304\u5605\u5229\u6f64\u7387\u901a\u5e38\u53cd\u6620\u4f9b\u61c9\u504f\u7dca\u3002\u4f9b\u61c9\u7dca\u5e36\u4f86\u6a5f\u6703\uff0c\u540c\u6642\u4ea6\u6703\u5f15\u767c\u53cd\u61c9\uff1a\u7576\u552e\u50f9\u4e0a\u5347\uff0c\u5ee0\u5546\u66f4\u9858\u610f\u52a0\u5927\u6295\u8cc7\uff0c\u4e4b\u5f8c\u4f9b\u61c9\u56de\u6d41\uff0c\u53ef\u80fd\u4ee4\u5e02\u5834\u518d\u5ea6\u8f49\u5411\u4f9b\u904e\u65bc\u6c42\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a18\u61b6\u9ad4\u884c\u696d\u6700\u597d\u5605\u6642\u6bb5\uff0c\u5f80\u5f80\u4ea6\u7a2e\u4e0b\u4e0b\u4e00\u6b21\u56de\u843d\u5605\u7a2e\u5b50\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>SanDisk \u696d\u7e3e\u53cd\u6620\uff1a\u8b8a\u5316\u5514\u6b62\u65bc NAND<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u904e\u53bbAI\u5347\u6d6a\u671f\u9593\uff0c\u6295\u8cc7\u8005\u5bb9\u6613\u628a\u591a\u9593\u534a\u5c0e\u9ad4\u516c\u53f8\u6b78\u7d0d\u70ba\u540c\u4e00\u689d\u300c\u4f9b\u61c9\u93c8\u53d7\u60e0\u300d\u4e3b\u984c\u3002\u4f46\u96a8\u4f4f<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\u540cDRAM\u9700\u6c42\u8b8a\u5f97\u66f4\u7d30\u5206<\/a>\uff0c\u5462\u7a2e\u7c60\u7d71\u5206\u985e\u8d8a\u4f86\u8d8a\u96e3\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e7e\u500b\u4e3b\u8981\u73a9\u5bb6\u5605\u5206\u5225\uff1a<\/p>\n\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 \u76f8\u95dc\u5ea6<\/td><td class=\"has-text-align-center\" data-align=\"center\">\u696d\u52d9\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\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff1a\u4e00\u7a2e\u628a\u591a\u5c64DRAM\u5782\u76f4\u5806\u758a\u3001\u63d0\u4f9b\u66f4\u9ad8\u50b3\u8f38\u901f\u5ea6\u5605\u8a18\u61b6\u9ad4\uff09\u4e3b\u8981\u4f9b\u61c9\u5546\uff1bHBM\u4fc2AI\u52a0\u901f\u5668\uff08AI accelerators\uff1a\u5c08\u9580\u7528\u4f86\u52a0\u901fAI\u904b\u7b97\u5605\u6676\u7247\uff0c\u5982GPU\/\u5c08\u7528\u52a0\u901f\u5361\uff09\u95dc\u9375\u90e8\u4ef6<\/td><\/tr><tr><td>\u7f8e\u5149\uff08Micron\uff09<\/td><td>\u4e0a\u5347\u4e2d<\/td><td>\u628a\u8a18\u61b6\u9ad4\u7522\u54c1\u7d44\u5408\uff08Portfolio\uff1a\u516c\u53f8\u7522\u54c1\u914d\u7f6e\uff09\u66f4\u591a\u8f49\u5411\u6578\u64da\u4e2d\u5fc3\u9700\u6c42<\/td><\/tr><tr><td>\u4e09\u661f<\/td><td>\u5ee3\u6cdb<\/td><td>\u8986\u84cb\u8a18\u61b6\u9ad4\u3001\u4ee3\u5de5\uff08Foundry\uff1a\u70ba\u5176\u4ed6\u516c\u53f8\u751f\u7522\u6676\u7247\uff09\u3001\u908f\u8f2f\u6676\u7247\uff08Logic\uff1a\u8ca0\u8cac\u904b\u7b97\/\u63a7\u5236\u5605\u6676\u7247\uff09\u53ca\u6d88\u8cbb\u96fb\u5b50<\/td><\/tr><tr><td>SanDisk<\/td><td>\u4e0d\u540c<\/td><td>\u4ee5NAND\u70ba\u4e3b\uff1b\u5187DRAM\u6216HBM\u696d\u52d9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk \u4e4b\u6240\u4ee5\u7279\u5225\uff0c\u4fc2\u56e0\u70ba\u4f62\u5514\u76f4\u63a5\u53c3\u8207HBM\u5e02\u5834\uff1b\u800cHBM\u4fc2AI\u57fa\u5efa\u64f4\u5f35\u4e2d\u6700\u6e05\u6670\u5605\u8d0f\u5bb6\u4e4b\u4e00\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5462\u500b\u5206\u5225\u597d\u91cd\u8981\uff1aAI\u958b\u652f\u5514\u6703\u5e73\u5747\u63a8\u52d5\u6240\u6709\u8a18\u61b6\u9ad4\u9700\u6c42\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">NAND\uff08NAND Flash\uff1a\u4e00\u7a2e\u975e\u63ee\u767c\u6027\u5feb\u9583\u8a18\u61b6\u9ad4\uff0c\u5373\u65b7\u96fb\u90fd\u4fdd\u7559\u8cc7\u6599\uff0c\u5e38\u7528\u65bcSSD\u53ca\u5132\u5b58\u88dd\u7f6e\uff09\u6b77\u4f86\u4fc2\u534a\u5c0e\u9ad4\u4e2d\u6700\u6ce2\u52d5\u5605\u7bc4\u7587\u4e4b\u4e00\u3002\u904e\u53bb\u4f9b\u61c9\u904e\u5269\u66fe\u62d6\u7d2f\u76c8\u5229\uff0c\u800c\u300c\u4f9b\u61c9\u7d00\u5f8b\u300d\uff08Supply discipline\uff1a\u5ee0\u5546\u4e3b\u52d5\u63a7\u5236\u7522\u80fd\/\u6e1b\u7522\u4ee5\u7a69\u5b9a\u50f9\u683c\uff09\u5f80\u5f80\u6c7a\u5b9a\u6bcf\u4e00\u8f2a\u5468\u671f\u9ede\u6a23\u5b8c\u7d50\u3002AI\u5514\u6703\u6539\u8b8a\u5462\u500b\u57fa\u672c\u4f9b\u9700\u898f\u5f8b\uff0c\u4f46\u6703\u6539\u8b8a\u90e8\u5206\u7d30\u5206\u5e02\u5834\u5605\u9700\u6c42\u8cea\u7d20\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">AI \u6b63\u6539\u5beb\u300c\u5132\u5b58\u300d\u5605\u542b\u610f<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">AI\u7d93\u5e38\u88ab\u5f62\u5bb9\u70ba\u904b\u7b97\u6545\u4e8b\uff0c\u4f46\u540c\u6642\u4ea6\u4fc2\u6578\u64da\u6545\u4e8b\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u8a13\u7df4\u5927\u578b\u6a21\u578b\u9700\u8981\u6975\u9f90\u5927\u6578\u64da\u96c6\uff1b\u5927\u898f\u6a21\u63a8\u7406\uff08Inference\uff1a\u6a21\u578b\u5df2\u8a13\u7df4\u5b8c\u6210\u5f8c\uff0c\u7528\u4f86\u7522\u751f\u7b54\u6848\/\u9810\u6e2c\u5605\u904b\u7b97\uff09\u5247\u9700\u8981\u5feb\u901f\u5b58\u53d6\u5df2\u5132\u5b58\u8cc7\u6599\u3002\u4f01\u696d\u90e8\u7f72AI\u7cfb\u7d71\uff0c\u4ea6\u6703\u56e0\u6587\u4ef6\u3001\u5f71\u7247\u3001\u5ba2\u6236\u7d00\u9304\u540c\u71df\u904b\u65e5\u8a8c\uff08Logs\uff1a\u7cfb\u7d71\u904b\u4f5c\u8a18\u9304\uff09\u800c\u7522\u751f\u66f4\u591a\u5167\u90e8\u6578\u64da\u3002<\/p>\n\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\n<p class=\"wp-block-paragraph\">\u9700\u6c42\u6b63\u9010\u6b65\u8f49\u5411\u4f01\u696d\u7d1aSSD\uff08Enterprise SSD\uff1a\u4f9b\u4f01\u696d\u4f3a\u670d\u5668\u4f7f\u7528\u3001\u8981\u6c42\u66f4\u9ad8\u53ef\u9760\u6027\u540c\u8010\u7528\u5ea6\u5605\u56fa\u614b\u786c\u789f\uff09\uff0c\u76f8\u5c0d\u50b3\u7d71\u6d88\u8cbb\u7d1a\u5feb\u9583\u7522\u54c1\u5c6c\u8f03\u9ad8\u8cea\u7d20\u5e02\u5834\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u5132\u5b58\u4e00\u822c\u5177\u5099\uff1a<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f4\u9577\u5605\u8a8d\u8b49\u5468\u671f\uff08Qualification cycles\uff1a\u5ba2\u6236\u6e2c\u8a66\u3001\u9a57\u8b49\u5230\u6279\u51c6\u4f9b\u8ca8\u5605\u6642\u9593\uff09<\/li>\n\n\n\n<li>\u66f4\u5927\u578b\u5ba2\u6236<\/li>\n\n\n\n<li>\u66f4\u53ef\u9810\u6e2c\u5605\u63a1\u8cfc\u7bc0\u594f<\/li>\n\n\n\n<li>\u540c\u8d85\u5927\u898f\u6a21\u96f2\u670d\u52d9\u5546\uff08Hyperscalers\uff1a\u5982\u5927\u578b\u96f2\u7aef\u516c\u53f8\uff0c\u63a1\u8cfc\u91cf\u6975\u5927\uff09\u95dc\u4fc2\u66f4\u7dca\u5bc6<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u76f8\u6bd4\u8ce3\u6d88\u8cbb\u7d1a\u8a18\u61b6\u5361\uff0c\u5462\u9580\u751f\u610f\u66f4\u512a\u8cea\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk \u6b63\u53d7\u60e0\u5462\u500b\u8f49\u5411\uff0c\u4f46\u8f49\u578b\u4ecd\u672a\u5b8c\u6210\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u4f01\u696dAI\u5132\u5b58\u53ef\u6539\u5584NAND\u76c8\u5229\u7d50\u69cb\uff0c\u4f46\u7121\u6cd5\u6d88\u9664\u884c\u696d\u4f9b\u61c9\u5468\u671f\u3002\u76f8\u540c\u7522\u80fd\u4ecd\u5728\u751f\u7522\u8a18\u61b6\u9ad4\uff1b\u67d0\u4e00\u7d30\u5206\u5e02\u5834\u4e00\u65e6\u4f9b\u61c9\u904e\u5269\uff0c\u6700\u7d42\u4ea6\u53ef\u80fd\u50b3\u5c0e\u5230\u5176\u4ed6\u5e02\u5834\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk<a href=\"https:\/\/www.sandisk.com\/company\/newsroom\/press-releases\/2026\/2026-08-03-Sandisk-and-sk-hynix-advance-global-standardization-of-hbf\" target=\"_blank\" rel=\"noopener nofollow\" title=\"\">\u8f03\u9577\u9060\u5605\u7b54\u6848\u4fc2\u9ad8\u983b\u5bec\u5feb\u9583\uff08High Bandwidth Flash, HBF\uff1a\u4ee5\u591a\u5c64\u5feb\u9583\u5806\u758a\u63d0\u5347\u50b3\u8f38\u6548\u80fd\u5605\u67b6\u69cb\uff09<\/a>\uff0c\u7531SanDisk\u8207SK\u6d77\u529b\u58eb\u5171\u540c\u958b\u767c\u3002\u96a8\u4f4fAI\u7cfb\u7d71\u9700\u8981\u66f4\u5c08\u9580\u5605\u5132\u5b58\u65b9\u6848\uff0cHBF\u53ef\u80fd\u6253\u958b\u65b0\u6a5f\u6703\uff1b\u4f46\u76ee\u524d\u4ecd\u5c6c\u4e2d\u9577\u7dda\u589e\u9577\u984c\u6750\uff0c\u672a\u5fc5\u77ed\u671f\u6539\u8b8a\u76c8\u5229\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>SNDK \u80a1\u50f9\u4ea6\u53d6\u6c7a\u65bc\u6578\u64da\u4e2d\u5fc3\u589e\u9577<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk \u4e0b\u4e00\u968e\u6bb5\uff0c\u91cd\u9ede\u5514\u53ea\u4fc2\u80fd\u5426\u518d\u4ea4\u51fa\u4e00\u500b\u5f37\u5b63\u5ea6\uff1b\u6309\u73fe\u6cc1\u7747\uff0c\u505a\u5230\u6a5f\u6703\u76f8\u7576\u9ad8\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u66f4\u95dc\u9375\u4fc2\uff1a\u6536\u5165\u7d44\u5408\uff08Revenue mix\uff1a\u4e0d\u540c\u696d\u52d9\u6536\u5165\u4f54\u6bd4\uff09\u80fd\u5426\u5920\u5feb\u8f49\u5411\u4ee5\u5408\u7d04\u5f0f\u6578\u64da\u4e2d\u5fc3\u9700\u6c42\uff08Contracted demand\uff1a\u4ee5\u5408\u7d04\u9396\u5b9a\u5605\u8a02\u55ae\/\u9700\u6c42\uff0c\u8f03\u7a69\u5b9a\uff09\u70ba\u4e3b\uff0c\u5f9e\u800c\u4ee4\u4f30\u503c\uff08Valuation\uff1a\u5e02\u5834\u9858\u610f\u7d66\u4e88\u5605\u5e02\u76c8\u7387\/\u4f30\u503c\u6c34\u5e73\uff09\u66f4\u63a5\u8fd1\u57fa\u5efa\u578b\u516c\u53f8\uff0c\u800c\u5514\u4fc2\u50b3\u7d71NAND\u4f9b\u61c9\u5546\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d88\u8cbb\u696d\u52d9\u4ecd\u7136\u4fc2\u4e00\u500b\u91cd\u8981\u8b8a\u6578\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u6d88\u8cbb\u7aef\u4e0b\u6ed1\u3001\u6578\u64da\u4e2d\u5fc3\u5feb\u901f\u589e\u9577\uff0c\u4ee3\u8868\u516c\u53f8\u8655\u65bc\u8f49\u578b\u671f\u3002\u8f49\u578b\u5e36\u4f86\u6a5f\u6703\uff0c\u540c\u6642\u4ea6\u5e36\u4f86\u4e0d\u78ba\u5b9a\u6027\uff0c\u56e0\u70ba\u6295\u8cc7\u8005\u5f80\u5f80\u672a\u7b49\u696d\u52d9\u5b8c\u5168\u843d\u5730\uff0c\u5c31\u5df2\u70ba\u300c\u672a\u4f86\u300d\u4ed8\u51fa\u6ea2\u50f9\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u5514\u53ea\u5728\u8a55\u4f30SanDisk\u73fe\u6642\u76c8\u5229\uff0c\u4ea6\u5728\u8a55\u4f30\u5176NAND\u696d\u52d9\u6709\u5187\u6a5f\u6703\u8b8a\u5f97\u66f4\u300c\u7d50\u69cb\u6027\u6539\u5584\u300d\uff08\u5373\u9577\u671f\u66f4\u7a69\u5b9a\u3001\u66f4\u9ad8\u8cea\uff09\u3002\u58d3\u529b\u6b63\u4f86\u81ea\u5462\u500b\u9810\u671f\u3002<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">\u4e0b\u4e00\u4efd\u696d\u7e3e\u61c9\u9ede\u6a23\u7747<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">\u4e0b\u4e00\u8f2a\u696d\u7e3e\uff0c\u7126\u9ede\u53ef\u80fd\u5514\u518d\u4fc2\u6709\u5187\u518d\u300c\u8d85\u9810\u671f\u300d\uff0c\u800c\u4fc2\u8f49\u5411\u662f\u5426\u6301\u7e8c\u3002<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u696d\u7e3e\u6307\u5f15\uff08Guidance\uff09<\/strong>\uff1a\u53cd\u6620\u73fe\u6642\u9700\u6c42\u5f37\u5ea6\u6709\u5187\u5ef6\u7e8c<\/li>\n\n\n\n<li><strong>\u6578\u64da\u4e2d\u5fc3\u4f54\u6bd4\uff08Data centre mix\uff09<\/strong>\uff1a\u986f\u793a\u8f03\u9ad8\u8cea\u7d20\u6536\u5165\u662f\u5426\u589e\u52a0<\/li>\n\n\n\n<li><strong>\u6d88\u8cbb\u9700\u6c42\uff08Consumer demand\uff09<\/strong>\uff1a\u986f\u793a\u504f\u5f31\u677f\u584a\u662f\u4f01\u7a69\u5b9a\u4fc2\u518d\u8f49\u5dee<\/li>\n\n\n\n<li><strong>\u884c\u696d\u8cc7\u672c\u958b\u652f\uff08Capex\uff1a\u8cc7\u672c\u6027\u652f\u51fa\uff0c\u5373\u64f4\u7522\/\u8a2d\u5099\u6295\u8cc7\uff09<\/strong>\uff1a\u53cd\u6620\u5ee0\u5546\u662f\u5426\u6e96\u5099\u4e0b\u4e00\u8f2a\u4f9b\u61c9\u5468\u671f<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u8005\u4ea6\u8981\u7559\u610f\u6574\u9ad4\u8a18\u61b6\u9ad4\u677f\u584a\uff0c\u800c\u5514\u53ea\u4fc2SanDisk\u3002<\/p>\n\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\n<p class=\"wp-block-paragraph\">\u5f37\u52c1\u5229\u6f64\u7387\u6703\u63a8\u52d5\u5404\u5bb6\u5ee0\u5546\u52a0\u78bc\u6295\u8cc7\uff1b\u4e00\u65e6\u7522\u80fd\uff08Capacity\uff1a\u53ef\u751f\u7522\u5605\u7e3d\u91cf\uff09\u64f4\u5f35\u904e\u5feb\uff0c\u5e36\u4f86\u4eca\u65e5\u76c8\u5229\u5605\u5468\u671f\uff0c\u6700\u7d42\u4ea6\u53ef\u80fd\u53cd\u904e\u4f86\u58d3\u7e2e\u76c8\u5229\u3002\u696d\u7e3e\u5f8c\u80a1\u50f9\u56de\u5410\uff08Selloff\uff1a\u6025\u8dcc\uff09\u672a\u5fc5\u4ee3\u8868\u57fa\u672c\u9762\u8f49\u5f31\uff1b\u6709\u6642\u53ea\u4fc2\u53cd\u6620\u5009\u4f4d\uff08Positioning\uff1a\u5e02\u5834\u8cc7\u91d1\u62bc\u6ce8\u65b9\u5411\uff09\u3001\u9810\u671f\uff0c\u6216\u80a1\u50f9\u65e9\u5df2\u63d0\u524d\u53cd\u6620\u5229\u597d\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">SanDisk 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<br>\u6578\u64da\u4e2d\u5fc3\u9700\u6c42\u6b63\u5728\u589e\u9577\uff0c\u4f46\u5e02\u5834\u4ecd\u5728\u89c0\u5bdfNAND\u80fd\u5426\u8b8a\u6210\u66f4\u9ad8\u8cea\u7d20\u3001\u504f\u57fa\u5efa\u578b\u5605AI\u76f8\u95dc\u696d\u52d9\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SanDisk \u540c\u5176\u4ed6AI\u8a18\u61b6\u9ad4\u80a1\u6709\u54a9\u5514\u540c\uff1f<\/strong> <br>\u540cSK\u6d77\u529b\u58eb\u53ca\u7f8e\u5149\u5514\u540c\uff0cSanDisk\u5514\u76f4\u63a5\u53d7\u60e0HBM\u9700\u6c42\uff0cAI\u76f8\u95dc\u5ea6\u4e3b\u8981\u96c6\u4e2d\u55ba\u4f01\u696d\u7d1a\u5132\u5b58\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>\u696d\u7e3e\u5f8c\u6295\u8cc7\u8005\u61c9\u7559\u610f\u4e5c\uff1f<\/strong> <br>\u6578\u64da\u4e2d\u5fc3\u6536\u5165\u4f54\u6bd4\u3001\u6d88\u8cbb\u9700\u6c42\u8d70\u52e2\uff0c\u4ee5\u53ca\u5168\u884c\u8a18\u61b6\u9ad4\u7522\u80fd\u6295\u8cc7\uff0c\u6703\u5de6\u53f3\u80a1\u50f9\u4e0b\u4e00\u6b65\u3002<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>SanDisk \u53ef\u5426\u652f\u6301\u66f4\u9ad8\u4f30\u503c\uff1f<\/strong> <br>\u5e02\u5834\u6703\u671b\u516c\u53f8\u80fd\u5426\u6210\u529f\u8f49\u5411\u66f4\u7a69\u5b9a\u3001\u4ee5\u5408\u7d04\u9396\u5b9a\u5605\u6578\u64da\u4e2d\u5fc3\u9700\u6c42\u3002<\/p>\n<\/details>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n\n<p class=\"wp-block-paragraph\"><b>\u7acb\u5373\u958b\u59cb\u4ea4\u6613 \u2014 \u9ede\u64ca<a href=\"https:\/\/www.vtmarkets.com\/zh-ca\/trade-now\/\">\u6b64\u8655<\/a>\u958b\u8a2d\u60a8\u7684 VT Markets \u771f\u5be6\u8cec\u6236\u3002<\/b>\n\n<\/p>","protected":false},"excerpt":{"rendered":"<p>SanDisk\u5b63\u7e3e\u5927\u5e45\u52dd\u9810\u671f\uff1a\u6536\u516589.7\u5104\u7f8e\u5143\u3001\u7d93\u8abf\u6574EPS 39.25\u7f8e\u5143\uff0c\u6578\u64da\u4e2d\u5fc3\u52a0\u901f\uff1b\u60df\u672c\u5b63\u6307\u5f15103-108\u5104\u7565\u905c\u9032\u53d6\u9810\u671f\uff0c\u80a1\u50f9\u56e0\u9810\u671f\u5dee\u56de\u5410\u3002<\/p>\n","protected":false},"author":87,"featured_media":53389,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[19],"tags":[],"class_list":["post-53390","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-opinion"],"acf":{"acf_article_selection_author":null},"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 5.0.1 - aioseo.com -->\n\t<meta name=\"description\" content=\"SanDisk\u5b63\u7e3e\u5927\u5e45\u52dd\u9810\u671f\uff1a\u6536\u516589.7\u5104\u7f8e\u5143\u3001\u7d93\u8abf\u6574EPS 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