Schwab Network 对 $SNDK 的判断变化

频道资料 →本频道有 18 位标注的说话人：BFA and JP Morgan、Bank of America、Berenberg、Bird (analyst firm)、CEO、Citigroup、Citizens、Daiwa、Goldman Sachs、JP Morgan Chase、JPMorgan、Jefferies、Morgan Stanley、Oppenheimer、Truist、UBS、Wall Street Journal、Wells Fargo共 2 条

2026-09-26

《AI Demand Powers SNDK Rally, Memory Cyclicality Poses Key Risk》

SanDisk 的多头逻辑建立在 AI 驱动的数据中心需求与低市盈率之上；空头逻辑则警告其高利润率可能是周期性高点，而非结构性提升。

SanDisk 以全球领先的闪存和数据存储解决方案供应商而闻名。在2025年2月从西部数据分拆之后，SanDisk 成为一家独立公司，专门专注于闪存存储。

SanDisk is known for being a leading global provider of flash memory and data storage solutions. Following its separation from Western Digital in February 2025, SanDisk became an independent company specializing exclusively in flash storage.

其产品包括企业级固态硬盘、嵌入式存储、消费级闪存产品、存储卡以及 NAND 闪存组件。该公司如今最重要的增长机会越来越在于 AI 驱动的数据中心存储。

Its products include enterprise solid-state drives , embedded storage, consumer flash products, memory cards, and NAND flash components. The company’s most important growth opportunity today increasingly lies in AI-powered data center storage .

看原视频00:13

2026-09-24看涨

《What Makes SNDK "Easy" AI Memory Investment as Demand Remains Parabolic》

SanDisk 是内存板块中颇具吸引力的投资标的，因其估值偏低（6.9 倍远期市盈率）、盈利预测持续增长，以及订单能见度可延伸至 2030 年。

是的，内存业务仍然盈利。如果你还记得，大约一年前我们上过你的节目，当时我们就说，大量资金正流入所有这些内存公司的股票，包括 Micron 和 SanDisk。

Yes, the memory business is still profitable. If you recall, we were on your show about a year ago and we were saying that a lot of money is flowing into all these memory company names, including Micron and SanDisk.

这些公司的现金流保持稳定。如果你看明年和未来几年的预期盈利图景，它们持续上升；甚至在这段视频之前，我就不得不调整我们的一些图表，因为分析师不断上调他们的盈利预测。因此，我们仍然看好内存板块。

Cash flows remain stable in these companies. If you look at the picture of projected earnings for next year and the coming years, they continue to rise; Even before this video, I had to adjust some of our charts because analysts keep raising their earnings forecasts.

Therefore, we still view the memory sector positively.

看原视频00:26