SNDK

SanDisk

SNDK· 交易机会 · Trading Opportunity

从约$28到约$725再回落至约$555：Q2非GAAP毛利率单季暴涨逾20个百分点至约51%、Q3指引营收约为市场预期的1.7倍、Citron做空攻击与Western Digital折价减持制造短期恐慌——NAND超级周期最强受益者的绝佳重仓窗口正在关闭 From about $28 to about $725 and then back down to about $555: Q2 non-GAAP gross margin surged by more than 20 percentage points in a single quarter to about 51%, Q3 revenue guidance came in at about 1.7

SNDK

SNDK · 深度研究报告 · In-Depth Research Report

纯正NAND闪存龙头：AI数据中心存储革命与High Bandwidth Flash新范式 The pure-play NAND flash leader: the AI data center storage revolution and the new paradigm of High Bandwidth Flash 从$27.89到$725再回落至$570：Q2营收同比增长61%、非GAAP毛利率从29.9%跃升至51.1%、Q3指引$44至$48亿令华尔街哑口无言——NAND结构性短缺时代，AI储存王者的估值重构才走到第一章 From $27.89 to $725 and back to $570: Q2 revenue growing