{"id":53164,"date":"2026-08-07T07:18:58","date_gmt":"2026-08-07T07:18:58","guid":{"rendered":"https:\/\/www.vtmarkets.com\/zh\/uncategorized\/53164\/"},"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\/zh\/opinion\/53164\/","title":{"rendered":"SanDisk \u7684\u554f\u984c\u4e0d\u5728\u65bc\u5b63\u5ea6\u696d\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\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI.webp\" class=\"attachment-post-thumbnail size-post-thumbnail wp-post-image\" alt=\"3D concept illustration of AI hardware: a SanDisk NVMe SSD floats above a digital circuit board on a pastel pink-blue pedestal, connected by glowing neural-network lines.\" style=\"object-fit:cover;\" srcset=\"https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI.webp 1250w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-300x168.webp 300w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-1024x573.webp 1024w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-768x430.webp 768w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-500x280.webp 500w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-400x224.webp 400w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-350x196.webp 350w, https:\/\/www.vtmarkets.com\/zh\/wp-content\/uploads\/sites\/12\/2026\/08\/SanDiskQ4AI-200x112.webp 200w\" sizes=\"auto, (max-width: 1250px) 100vw, 1250px\" \/><\/figure>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk \u516c\u5e03\u8ca1\u5e74\u7b2c\u56db\u5b63\u696d\u7e3e\uff0c\u5e7e\u4e4e\u4ea4\u8db3\u6295\u8cc7\u8005\u60f3\u8981\u7684\u4e00\u5207\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u6536\u5165\u7d04\u70ba<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\u65bc\u5e02\u5834\u4e00\u81f4\u9810\u671f\uff08\u5373\u591a\u6578\u5206\u6790\u54e1\u4f30\u7b97\u7684\u5e73\u5747\u503c\uff09\u7d0484.8\u5104\u7f8e\u5143<\/a>\u3002\u7d93\u8abf\u6574\u6bcf\u80a1\u76c8\u5229\uff08Adjusted EPS\uff0c\u5373\u6487\u9664\u4e00\u6b21\u6027\u9805\u76ee\u5f8c\u3001\u8f03\u80fd\u53cd\u6620\u6838\u5fc3\u696d\u52d9\u8868\u73fe\u7684\u6bcf\u80a1\u76c8\u5229\uff09\u905439.25\u7f8e\u5143\uff0c\u660e\u986f\u9ad8\u65bc\u5206\u6790\u54e1\u9810\u6e2c\u768434.96\u7f8e\u5143\u3002\u6578\u64da\u4e2d\u5fc3\uff08Data centre\uff0c\u5373\u96f2\u7aef\u53ca\u4f01\u696d\u4f3a\u670d\u5668\u6a5f\u623f\uff09\u6536\u5165\u4ea6\u52a0\u5feb\u589e\u9577\u81f3\u7d0429.7\u5104\u7f8e\u5143\uff0c\u53cd\u6620AI\u76f8\u95dc\u57fa\u5efa\u9700\u6c42\u6301\u7e8c\u4e0a\u5347\u3002\u6bdb\u5229\u7387\u53ca\u71df\u904b\u5229\u6f64\u7387\uff08Margins\uff0c\u5373\u6bcf\u8ce3\u51fa1\u7f8e\u5143\u53ef\u4fdd\u7559\u7684\u5229\u6f64\u6bd4\u4f8b\uff09\u8868\u73fe\u7279\u5225\u5f37\u52c1\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4f46\u5e02\u5834\u7126\u9ede\u5f88\u5feb\u8f49\u5230\u524d\u666f\u6307\u5f15\uff08Outlook\/Guidance\uff0c\u5373\u7ba1\u7406\u5c64\u5c0d\u4e0b\u4e00\u5b63\u6536\u5165\u53ca\u76c8\u5229\u7684\u9810\u6e2c\uff09\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\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\u671f\u4eca\u5b63\u6536\u5165\u4ecb\u4e4e103\u5104\u81f3108\u5104\u7f8e\u5143<\/a>\u3002\u4ee5\u4e2d\u4f4d\u6578\u8a08\uff0c\u7565\u4f4e\u65bc\u90e8\u5206\u66f4\u6a02\u89c0\u7684\u5e02\u5834\u9810\u671f\u3002\u9019\u500b\u7d30\u5c0f\u843d\u5dee\uff0c\u5df2\u8db3\u4ee5\u4ee4\u5e02\u5834\u66f4\u95dc\u6ce8\u300c\u5c11\u5497\u4e5c\u300d\u800c\u975e\u300c\u4ea4\u5230\u4e5c\u300d\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u9019\u6b63\u662f<strong>\u696d\u7e3e\u6096\u8ad6<\/strong>\uff1a\u80a1\u7968\u5514\u53ea\u4fc2\u6309\u696d\u7e3e\u597d\u58de\u53bb\u4ea4\u6613\uff0c\u800c\u4fc2\u6309\u300c\u696d\u7e3e\u76f8\u5c0d\u9810\u671f\u300d\u53bb\u5b9a\u50f9\u3002\u7576\u4e00\u9593\u516c\u53f8\u9577\u6642\u9593\u8868\u73fe\u51fa\u8272\uff0c\u5e02\u5834\u5f80\u5f80\u6703\u628a\u9580\u6abb\u63a8\u5f97\u6bd4\u516c\u958b\u9810\u6e2c\u66f4\u9ad8\uff1b\u5373\u4f7f\u696d\u7e3e\u300c\u8d85\u9810\u671f\u300d\uff0c\u82e5\u6295\u8cc7\u8005\u539f\u672c\u5df2\u62bc\u6ce8\u66f4\u52c1\u7d50\u679c\uff0c\u4ecd\u53ef\u80fd\u89ba\u5f97\u5931\u671b\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5c0dSanDisk\u800c\u8a00\uff0c\u4ef2\u6709\u53e6\u4e00\u500b\u554f\u984c\uff1a\u8a18\u61b6\u9ad4\uff08Memory\uff0c\u5373\u7528\u4f5c\u5132\u5b58\u8cc7\u6599\u7684\u534a\u5c0e\u9ad4\uff09\u5c6c\u9031\u671f\u6027\u884c\u696d\uff08Cyclical\uff0c\u5373\u9700\u6c42\u8207\u4f9b\u61c9\u6703\u53cd\u8986\u51fa\u73fe\u9ad8\u5cf0\u8207\u4f4e\u8c37\uff09\u3002\u5275\u7d00\u9304\u7684\u9ad8\u5229\u6f64\u7387\u901a\u5e38\u610f\u5473\u4f9b\u61c9\u504f\u7dca\u3002\u4f9b\u61c9\u7dca\u5f35\u5e36\u4f86\u6a5f\u6703\uff0c\u4f46\u4ea6\u6703\u5f15\u767c\u53cd\u61c9\uff1a\u50f9\u683c\u5f37\u52c1\u6703\u63a8\u52d5\u751f\u7522\u5546\u52a0\u5927\u6295\u8cc7\uff0c\u6700\u7d42\u4ee4\u4f9b\u61c9\u56de\u5347\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u55ba<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=\"\">\u8a18\u61b6\u9ad4<\/a>\u5e02\u5834\uff0c\u6700\u597d\u5605\u6642\u5019\u5f80\u5f80\u5df2\u57cb\u4e0b\u4e0b\u4e00\u6b21\u56de\u843d\u5605\u7a2e\u5b50\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\"><strong>SanDisk \u696d\u7e3e\u53cd\u6620\uff1a\u9664NAND\u4ee5\u5916\u7684\u66f4\u5927\u8f49\u5411<\/strong><\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">AI\u5347\u6d6a\u671f\u9593\uff0c\u6295\u8cc7\u8005\u5f80\u5f80\u628a\u534a\u5c0e\u9ad4\u516c\u53f8\u6b78\u7d0d\u70ba\u540c\u4e00\u689d\u300c\u4f9b\u61c9\u93c8\u53d7\u60e0\u300d\u4e3b\u7dda\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\u5177\u9ad4<\/a>\uff0c\u5462\u7a2e\u4e00\u7c43\u5b50\u5206\u985e\u6108\u4f86\u6108\u96e3\u6210\u7acb\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5e7e\u9593\u4e3b\u8981\u516c\u53f8\u5605\u5dee\u7570\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\u53d7\u60e0\u7a0b\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 Hynix<\/a><\/td><td>\u9ad8<\/td><td>\u9ad8\u983b\u5bec\u8a18\u61b6\u9ad4\uff08HBM\uff0cHigh-Bandwidth Memory\uff1b\u5373\u9ad8\u50b3\u8f38\u901f\u5ea6\u7684DRAM\uff0c\u5c6cAI\u52a0\u901f\u5668\u7684\u95dc\u9375\u96f6\u4ef6\uff09\u4e3b\u8981\u4f9b\u61c9\u5546<\/td><\/tr><tr><td>Micron<\/td><td>\u4e0a\u5347\u4e2d<\/td><td>\u628a\u8a18\u61b6\u9ad4\u7522\u54c1\u7d44\u5408\uff08Portfolio\uff0c\u5373\u7522\u54c1\u914d\u7f6e\uff09\u8f49\u5411\u6578\u64da\u4e2d\u5fc3\u9700\u6c42<\/td><\/tr><tr><td>Samsung<\/td><td>\u5ee3\u6cdb<\/td><td>\u540c\u6642\u8986\u84cb\u8a18\u61b6\u9ad4\u3001\u4ee3\u5de5\uff08Foundry\uff0c\u5373\u66ff\u5176\u4ed6\u6676\u7247\u8a2d\u8a08\u516c\u53f8\u751f\u7522\u6676\u7247\uff09\u3001\u908f\u8f2f\u6676\u7247\uff08Logic\uff0c\u5373\u904b\u7b97\u8655\u7406\u985e\u6676\u7247\uff09\u53ca\u6d88\u8cbb\u96fb\u5b50<\/td><\/tr><tr><td>SanDisk<\/td><td>\u4e0d\u540c<\/td><td>\u4ee5NAND\u70ba\u4e3b\uff08NAND\u70ba\u5feb\u9583\u8a18\u61b6\u9ad4\uff0c\u7528\u65bcSSD\u7b49\uff09\uff0c\u5187DRAM\u6216HBM\u696d\u52d9<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk \u7684\u7279\u9ede\u4fc2\uff1a\u5514\u76f4\u63a5\u53c3\u8207HBM\u5e02\u5834\uff0c\u800cHBM\u6b63\u6b63\u4fc2AI\u57fa\u5efa\u64f4\u5f35\u4e0b\u6700\u6e05\u6670\u5605\u53d7\u60e0\u677f\u584a\u4e4b\u4e00\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5462\u500b\u5206\u5225\u597d\u91cd\u8981\uff1aAI\u958b\u652f\u5e36\u52d5\u5605\u8a18\u61b6\u9ad4\u9700\u6c42\uff0c\u5514\u4fc2\u6bcf\u4e00\u985e\u90fd\u540c\u7b49\u53d7\u60e0\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">NAND\u5411\u4f86\u4fc2\u534a\u5c0e\u9ad4\u4e2d\u6ce2\u52d5\u6700\u6fc0\u70c8\u5605\u4e00\u74b0\u3002\u904e\u5f80\u4f9b\u61c9\u904e\u5269\uff08Oversupply\uff0c\u5373\u7522\u80fd\u592a\u591a\u3001\u8ca8\u592a\u591a\uff09\u66fe\u91cd\u5275\u76c8\u5229\uff1b\u800c\u4f9b\u61c9\u7d00\u5f8b\uff08Supply discipline\uff0c\u5373\u63a7\u5236\u7522\u80fd\/\u6e1b\u7522\u4ee5\u907f\u514d\u4f9b\u904e\u65bc\u6c42\uff09\u5f80\u5f80\u6c7a\u5b9a\u6bcf\u500b\u9031\u671f\u9ede\u6a23\u5b8c\u7d50\u3002AI\u5514\u6703\u6539\u8b8a\u5462\u500b\u57fa\u672c\u898f\u5f8b\uff1bAI\u6539\u8b8a\u5605\u4fc2\u90e8\u5206\u7d30\u5206\u5e02\u5834\u9700\u6c42\u8cea\u7d20\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\">AI \u6b63\u6539\u8b8a\u300c\u5132\u5b58\u300d\u7684\u542b\u7fa9<\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">AI\u5e38\u88ab\u5f62\u5bb9\u70ba\u904b\u7b97\u6545\u4e8b\uff0c\u4f46\u540c\u6642\u4ea6\u4fc2\u6578\u64da\u6545\u4e8b\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u8a13\u7df4\u5927\u578b\u6a21\u578b\u9700\u8981\u9f90\u5927\u6578\u64da\u96c6\uff08Datasets\uff0c\u5373\u7528\u4f5c\u8a13\u7df4\u7684\u8cc7\u6599\u5eab\uff09\u3002\u5927\u898f\u6a21\u63a8\u7406\uff08Inference at scale\uff0c\u5373\u628a\u6a21\u578b\u90e8\u7f72\u5230\u5927\u91cf\u7528\u6236\/\u5927\u91cf\u8acb\u6c42\u6642\u7684\u5373\u6642\u904b\u7b97\uff09\u5247\u9700\u8981\u66f4\u5feb\u8b80\u53d6\u5132\u5b58\u8cc7\u6599\u3002\u4f01\u696d\u90e8\u7f72AI\u7cfb\u7d71\u5f8c\uff0c\u4ea6\u6703\u56e0\u6587\u4ef6\u3001\u5f71\u7247\u3001\u5ba2\u6236\u7d00\u9304\u53ca\u71df\u904b\u65e5\u8a8c\uff08Operational logs\uff0c\u5373\u7cfb\u7d71\u904b\u4f5c\u8a18\u9304\uff09\u800c\u7522\u751f\u66f4\u591a\u5167\u90e8\u6578\u64da\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\u9010\u6b65\u8f49\u5411\u4f01\u696d\u7d1aSSD\uff08Enterprise SSD\uff0c\u5373\u4f9b\u6578\u64da\u4e2d\u5fc3\u4f7f\u7528\u3001\u8981\u6c42\u66f4\u9ad8\u8010\u7528\u5ea6\u53ca\u7a69\u5b9a\u6027\u7684\u56fa\u614b\u786c\u789f\uff09\uff0c\u76f8\u5c0d\u50b3\u7d71\u6d88\u8cbb\u7d1a\u5feb\u9583\u7522\u54c1\u5c6c\u66f4\u9ad8\u8cea\u7d20\u7d30\u5206\u5e02\u5834\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4f01\u696d\u5132\u5b58\u901a\u5e38\u5177\u5099\uff1a<\/p>\n<p><\/p>\n\n\n<ul class=\"wp-block-list\">\n<li>\u66f4\u9577\u7684\u8a8d\u8b49\u9031\u671f\uff08Qualification cycles\uff0c\u5373\u5ba2\u6236\u6e2c\u8a66\u3001\u9a57\u8b49\u53ca\u6279\u51c6\u4f9b\u61c9\u5546\u7522\u54c1\u7684\u6642\u9593\uff09<\/li>\n\n\n\n<li>\u5ba2\u6236\u898f\u6a21\u66f4\u5927<\/li>\n\n\n\n<li>\u63a1\u8cfc\u7bc0\u594f\u66f4\u53ef\u9810\u6e2c<\/li>\n\n\n\n<li>\u8207\u8d85\u5927\u578b\u96f2\u7aef\u670d\u52d9\u5546\uff08Hyperscalers\uff0c\u5373Amazon\u3001Microsoft\u3001Google\u7b49\u5927\u898f\u6a21\u96f2\u7aef\u5546\uff09\u95dc\u4fc2\u66f4\u7dca\u5bc6<\/li>\n<\/ul>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u76f8\u6bd4\u4e4b\u4e0b\uff0c\u8ce3\u6d88\u8cbb\u7d1a\u8a18\u61b6\u5361\u66f4\u96e3\u505a\u51fa\u7a69\u5b9a\u56de\u5831\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk \u6b63\u53d7\u60e0\u65bc\u5462\u500b\u8f49\u5411\uff0c\u4f46\u8f49\u578b\u4ecd\u672a\u5b8c\u6210\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4f01\u696dAI\u5132\u5b58\u6709\u52a9\u6539\u5584NAND\u7684\u7d93\u6fdf\u6548\u76ca\uff08Economics\uff0c\u5373\u76c8\u5229\u80fd\u529b\u53ca\u56de\u5831\u7279\u6027\uff09\uff0c\u4f46\u5514\u6703\u6d88\u9664\u884c\u696d\u4f9b\u61c9\u9031\u671f\u3002\u76f8\u540c\u7522\u80fd\u4ecd\u7136\u751f\u7522\u8a18\u61b6\u9ad4\uff0c\u800c\u67d0\u4e00\u7d30\u5206\u5e02\u5834\u7684\u4f9b\u61c9\u904e\u5269\uff0c\u6700\u7d42\u53ef\u80fd\u64f4\u6563\u5230\u5176\u4ed6\u7d30\u5206\u5e02\u5834\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk \u8f03\u9577\u7dda\u7684\u65b9\u6848\u4fc2<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=\"\">\u9ad8\u983b\u5bec\u5feb\u9583\uff08High Bandwidth Flash\uff0cHBF\uff1b\u5373\u628a\u591a\u5c64\u5feb\u9583\u8a18\u61b6\u9ad4\u5806\u758a\u4ee5\u63d0\u5347\u50b3\u8f38\u80fd\u529b\u7684\u67b6\u69cb\uff09<\/a>\uff0c\u4e26\u8207SK Hynix\u5171\u540c\u7814\u767c\u3002\u96a8\u4f4fAI\u7cfb\u7d71\u9700\u8981\u66f4\u5c08\u9580\u7684\u5132\u5b58\u65b9\u6848\uff0c\u5462\u9805\u6280\u8853\u6216\u53ef\u6253\u958b\u65b0\u6a5f\u6703\uff1b\u4f46\u5c6c\u8f03\u9577\u7dda\u589e\u9577\u9078\u9805\uff0c\u672a\u5fc5\u80fd\u5373\u6642\u6539\u8b8a\u77ed\u671f\u76c8\u5229\u3002<\/p>\n<p><\/p>\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<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk \u4e0b\u4e00\u968e\u6bb5\u672a\u5fc5\u4fc2\u53d6\u6c7a\u65bc\u80fd\u5426\u518d\u4ea4\u51fa\u4e00\u500b\u5f37\u52c1\u5b63\u5ea6\uff1b\u4ee5\u73fe\u6cc1\u770b\uff0c\u505a\u5230\u6a5f\u6703\u4e0d\u4f4e\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u66f4\u95dc\u9375\u4fc2\uff1a\u516c\u53f8\u6536\u5165\u7d50\u69cb\uff08Revenue mix\uff0c\u5373\u4e0d\u540c\u696d\u52d9\u6536\u5165\u6bd4\u4f8b\uff09\u80fd\u5426\u5920\u5feb\u8f49\u5411\u6709\u5408\u7d04\u652f\u6301\u7684\u6578\u64da\u4e2d\u5fc3\u9700\u6c42\uff08Contracted demand\uff0c\u5373\u7531\u9577\u7d04\/\u6846\u67b6\u5354\u8b70\u652f\u6301\u3001\u8f03\u7a69\u5b9a\u7684\u9700\u6c42\uff09\uff0c\u5f9e\u800c\u4ee4\u4f30\u503c\uff08Valuation\uff0c\u5373\u5e02\u5834\u9858\u610f\u7d66\u4e88\u7684\u5e02\u76c8\u7387\/\u500d\u6578\uff09\u66f4\u63a5\u8fd1\u57fa\u5efa\u578b\u516c\u53f8\uff0c\u800c\u975e\u50b3\u7d71NAND\u751f\u7522\u5546\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u6d88\u8cbb\u696d\u52d9\u4ecd\u7136\u4fc2\u4e0d\u53ef\u5ffd\u7565\u7684\u4e00\u74b0\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5982\u679c\u6d88\u8cbb\u7aef\u4e0b\u6ed1\u3001\u6578\u64da\u4e2d\u5fc3\u6025\u5347\uff0c\u516c\u53f8\u5c31\u8655\u65bc\u8f49\u578b\u671f\u3002\u8f49\u578b\u53ef\u5e36\u4f86\u6a5f\u6703\uff0c\u540c\u6642\u4ea6\u589e\u52a0\u4e0d\u78ba\u5b9a\u6027\uff0c\u56e0\u70ba\u6295\u8cc7\u8005\u5f80\u5f80\u5148\u70ba\u672a\u4f86\u5b9a\u50f9\uff0c\u4f46\u696d\u52d9\u672a\u5b8c\u5168\u8f49\u5230\u4f4d\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u5e02\u5834\u5514\u6b62\u70baSanDisk\u73fe\u6642\u76c8\u5229\u5b9a\u50f9\uff0c\u4ea6\u5728\u70ba\u5176NAND\u696d\u52d9\u6709\u6a5f\u6703\u8b8a\u5f97\u66f4\u300c\u7d50\u69cb\u6027\u66f4\u597d\u300d\uff08Structurally better\uff0c\u5373\u9577\u671f\u66f4\u7a69\u5b9a\u3001\u5229\u6f64\u66f4\u53ef\u6301\u7e8c\uff09\u7684\u53ef\u80fd\u6027\u5b9a\u50f9\uff1b\u58d3\u529b\u4ea6\u96c6\u4e2d\u65bc\u5462\u500b\u9810\u671f\u3002<\/p>\n<p><\/p>\n\n\n<h2 class=\"wp-block-heading\">\u5982\u4f55\u89e3\u8b80\u4e0b\u4e00\u4efd\u696d\u7e3e<\/h2>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u4e0b\u4e00\u4efd\u696d\u7e3e\u7126\u9ede\uff0c\u53ef\u80fd\u4e0d\u5728\u65bc\u80fd\u5426\u518d\u300c\u8d85\u9810\u671f\u300d\uff0c\u800c\u4fc2\u8f49\u5411\u662f\u5426\u6301\u7e8c\u3002<\/p>\n<p><\/p>\n\n\n<ul class=\"wp-block-list\">\n<li><strong>\u524d\u666f\u6307\u5f15\uff08Guidance\uff09<\/strong>\uff1a\u53cd\u6620\u73fe\u6642\u9700\u6c42\u5f37\u5ea6\u662f\u5426\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\u4f54\u6bd4\u63d0\u5347<\/li>\n\n\n\n<li><strong>\u6d88\u8cbb\u9700\u6c42\uff08Consumer demand\uff09<\/strong>\uff1a\u89c0\u5bdf\u8f03\u5f31\u677f\u584a\u662f\u5426\u4f01\u7a69\u6216\u8f49\u5dee<\/li>\n\n\n\n<li><strong>\u884c\u696d\u8cc7\u672c\u958b\u652f\uff08Industry capex\uff1bCapex\u5373\u8cc7\u672c\u6027\u958b\u652f\uff0c\u7528\u65bc\u64f4\u7522\u53ca\u8a2d\u5099\u6295\u8cc7\uff09<\/strong>\uff1a\u53cd\u6620\u751f\u7522\u5546\u662f\u5426\u6e96\u5099\u4e0b\u4e00\u8f2a\u4f9b\u61c9\u9031\u671f<\/li>\n<\/ul>\n\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">\u6295\u8cc7\u8005\u4ea6\u61c9\u7559\u610f\u6574\u9ad4\u8a18\u61b6\u9ad4\u677f\u584a\uff0c\u800c\u5514\u53ea\u4fc2SanDisk\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\u6f64\u7387\u6703\u63a8\u52d5\u6240\u6709\u751f\u7522\u5546\u52a0\u78bc\u6295\u8cc7\uff1b\u4e00\u65e6\u7522\u80fd\uff08Capacity\uff0c\u5373\u751f\u7522\u80fd\u529b\uff09\u64f4\u5f35\u592a\u5feb\uff0c\u4eca\u65e5\u5e36\u4f86\u76c8\u5229\u7684\u9031\u671f\u529b\u91cf\uff0c\u65e5\u5f8c\u4ea6\u53ef\u80fd\u53cd\u904e\u4f86\u58d3\u7e2e\u76c8\u5229\u3002\u696d\u7e3e\u5f8c\u80a1\u50f9\u6025\u632b\uff08Post-earnings selloff\uff0c\u5373\u516c\u5e03\u696d\u7e3e\u5f8c\u7684\u56de\u5410\uff09\u672a\u5fc5\u4ee3\u8868\u57fa\u672c\u9762\u8f49\u5f31\uff0c\u6709\u6642\u53ea\u53cd\u6620\u6295\u8cc7\u8005\u6301\u5009\uff08Positioning\uff0c\u5373\u8cc7\u91d1\u5df2\u9810\u5148\u90e8\u7f72\uff09\u8207\u9810\u671f\uff0c\u6216\u5e02\u5834\u65e9\u5df2\u628a\u5f37\u52c1\u7d50\u679c\u8a08\u5165\u80a1\u50f9\u3002<\/p>\n<p><\/p>\n\n<p><\/p>\n<p class=\"wp-block-paragraph\">SanDisk 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