SanDisk 公司发布了好于预期的业绩和指引，数据中心建设热潮推动了需求，存储芯片供应紧张使价格保持高位。作者：Rachel Phua SanDisk 公司这家闪存制造商预计 2025 财年第二季度营收将在 122 亿至 126 亿美元之间，高于分析师预期的 121 亿美元。第一季度营收、调整后每股收益和调整后毛利率均超出预期。
Sandisk Corp. posted stronger-than-expected results and guidance as the data center buildout drove demand and a memory supply crunch kept prices elevated. By Rachel Phua Sandisk Corp. The flash memory maker expects revenue between $12.20 billion and $12.60 billion for the fiscal second quarter, ahead of analyst estimates of $12.1 billion. First-quarter sales, adjusted earnings per share and adjusted gross margin all exceeded expectations.
公司表示对长期前景充满信心，理由是 AI 驱动的闪存存储需求以及客户发出的延续至 2030 财年之后的信号。
The company said it is confident in its long-term prospects, citing AI-driven flash storage demand and customer signals extending beyond fiscal 2030.
随着市场解读大规模 AI 投资的影响，存储芯片股票一直处于投资者的密切关注之下。尽管 Western Digital 公司……Seagate Technology Holdings Plc 的业绩大幅超出预期，但投资者质疑 AI 行业巨额支出承诺能持续多久。Seagate 因展望未达高预期而下跌，Western Digital 因资本支出引发对 AI 支出持久性的担忧而下跌。
Memory stocks have been under intense investor scrutiny as the market parses the impact of major AI investments. Though Western Digital Corp. Seagate Technology Holdings Plc’s results blew past expectations, investors questioned how long the AI industry’s massive spending commitments can continue. Seagate fell after its forecast missed high expectations, and Western Digital dropped after its capital outlays fueled worries over the durability of AI spending.
SanDisk 第一季度经营性现金流为 64 亿美元，低于分析师预期的 67 亿美元。
Sandisk’s first-quarter cash flow from operations of $6.4 billion missed analyst expectations of $6.7 billion.