[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-sandisk-stock-fell-8-in-a-memory-selloff-the-streets-target-went-up-to-2144-anyway-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":195,"suggestedPosts":275},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},117697,"Sandisk股价在存储芯片抛售潮中下跌8%。尽管如此，华尔街的目标价仍上调至2,144美元。","2026-07-16T19:10:00","2026-07-17T01:19:41","\u003Cp>Sandisk在7月15日下跌8.12%，当时整个存储板块都遭遇了抛售。在同一时期，华尔街的平均目标价却攀升至$2,144.14。该公司已经向投资者披露了其供应协议的价值。\u003C\u002Fp>","\u003Ch3 id=\"h-k-ey-stats-for-sandisk-stock\" class=\"wp-block-heading\">\u003Cstrong>SanDisk 股票关键数据\u003C\u002Fstrong>\u003C\u002Fh3>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $1,615.00\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$3,180\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>华尔街目标价：\u003C\u002Fstrong> ~$2,140\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报：\u003C\u002Fstrong> ~97% \u002F 4.0 年\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~19% \u002F 年\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>最大回撤：\u003C\u002Fstrong> 30.84%\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">现已上线：使用 TIKR 的新估值模型，发现您最喜爱的股票可能有多少上涨空间（免费）\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\"> >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-happened\" class=\"wp-block-heading\">发生了什么？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>SanDisk Corporation (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=1860586153&tid=1929119896&?ref=tikrblog\">\u003Cstrong>SNDK\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 周三收于 $1,615.00，当日下跌 $142.82，而且它并不孤单。戴尔盘中一度下跌 14%。美光、西部数据和 SK 海力士均遭抛售。当天早上有一份评级报告专门针对 SanDisk，但它出现在整个存储板块都在同步重新定价的行情中。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在股价从 6 月 30 日的 $2,273.73 跌至 7 月 15 日的 $1,615.00 期间（远低于其 52 周高点 $2,354.39），华尔街的平均目标价却反向移动，从 $1,845.64 攀升至 $2,144.14。目前共识目标价较股票交易价格高出约 33%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">那么哪个信号是真实的？是正在对整个板块重新定价的市场行情，还是在股价较峰值下跌近 31% 之际，研究界却将预期目标调高？双方都在等待八月。数据可以告诉你实际争议的焦点是什么，而且并非下一季度。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-three-catalysts-hit-at-once-and-only-one-was-about-sandisk\" class=\"wp-block-heading\">\u003Cstrong>三个催化剂同时袭来，只有一个与 SanDisk 直接相关\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第一个来自中国。长鑫存储技术有限公司已成为全球第四大 DRAM 生产商，同时正在积极扩张产能。有报道称苹果正在测试长鑫存储的芯片用于在中国销售的设备，以及蔚来披露向该公司投资 2330 万美元，这给市场描绘了一幅中国供应大规模到来的具体图景。SanDisk 生产的是 NAND，而非 DRAM，所以其影响是间接的。但这并非无关紧要，因为一个不再受供应限制的存储行业就不再是一个定价驱动的故事，而定价正是 SanDisk 整个投资逻辑的核心。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第二个来自路透社，报道称 AI 云服务提供商 CoreWeave 正在探索使用看跌期权来对冲存储和内存价格下跌的风险。CoreWeave 尚未执行任何操作，仍处于评估该想法的早期阶段。Evercore ISI 的 Amit Daryanani 在同一天重申了对戴尔的评级，并表示该报告并未改变他的观点，他指出调研和 OEM 评论表明，DRAM 和 NAND 的供应紧张状况将在 2026 年底加剧并持续到 2027 年的大部分时间。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">第三个是公司特有的。Argus 研究总监 Jim Kelleher 对 SanDisk 的初始评级为“持有”。看看他实际的观点。他称该公司在非易失性存储器领域地位良好，认可其在 NAND 闪存和高容量 SSD 方面的领导地位，并引用了第三财季收入同比增长 251%，调整后每股收益为 $23.41，而去年同期为亏损 $0.30。他给出“持有”评级的理由是股价已经上涨，他宁愿等待一个由非基本面因素驱动的回调后再进行升级。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这不是关于公司业务的论点。这是关于入场价格的论点。请注意这三个催化剂中都没有包含：任何显示客户减少购买 NAND 的数据点。一个是具有多年引信的供应威胁，一个是寻求保险的请求，一个是估值偏好。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"643\" height=\"404\" data-public-id=\"images\u002FSNDK-Street-Targets\u002FSNDK-Street-Targets.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_643,h_404,c_scale\u002Ff_webp,q_auto\u002Fv1784225915\u002Fimages\u002FSNDK-Street-Targets\u002FSNDK-Street-Targets.webp?_i=AA\" alt=\"\" class=\"wp-post-117697 wp-image-117750\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784225915\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784225915\u002Fimages\u002FSNDK-Street-Targets\u002FSNDK-Street-Targets.webp?_i=AA 643w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_188,c_scale\u002Ff_webp,q_auto\u002Fv1784225915\u002Fimages\u002FSNDK-Street-Targets\u002FSNDK-Street-Targets.webp?_i=AA 300w\" sizes=\"auto, (max-width: 643px) 100vw, 643px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk 华尔街目标价 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">查看 SanDisk 股票的历史和前瞻预测（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-goeckeler-already-told-you-what-he-is-selling-and-it-is-not-volume\" class=\"wp-block-heading\">\u003Cstrong>\u003Cstrong>Goeckeler 已经告诉了你他在卖什么，而且不是销量\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">在 6 月 9 日瑞穗全球科技大会上，首席执行官 David V. Goeckeler 阐述了公司试图同时做的三件事，而中间那件是整个论点的核心。他说，第二件事是消除经济上的波动性。存储行业经历了太多波动，用他的话说，“这使得投资该行业变得困难。”这让每一个决策都更加艰难。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这句话就是整个重新评级论点的全部，由必须实现它的人亲口说出。NAND 一直是周期性的，因此一直享有较低的估值倍数。Goeckeler 不是在论证需求更大。他是在论证盈利流正变得不那么不稳定。如果他是对的，那么当前的估值倍数是错误的。如果他是错的，那么当前的估值倍数就过于慷慨了。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">其机制是管理层所称的新商业模式，公司已经给出了具体数字。在第三季度业绩发布的同时，SanDisk 披露了五份多年期供应协议，其中前三个协议就包含了超过 110 亿美元的财务担保和大约 420 亿美元的最低合同收入。首席财务官 Luis Visoso 描述了包含固定价格成分以及定价设有下限和上限部分的合同，之所以这样构建，是因为如果价格上涨，SanDisk 会不满意，错失上行空间；而如果价格下跌，客户将相对于支付更少费用的同行失去竞争力。他补充说，即使在这些价格区间的低端，利润率仍与公司对第四财季的指引保持一致。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Goeckeler 对市场的反应直言不讳，承认了过去的创伤，并表示每当提到长期协议这个词，立即得到的回应是它们不会奏效，而他唯一的回答就是继续取得进展。这重新定义了 CoreWeave 的故事。在供应商已开始在合同中写入价格下限的市场中，客户寻求价格保护是意料之中的事。对冲和价格下限是从交易双方不同角度看待的同一种本能。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">他对于公司不做的事情同样直接，表示他们“不是在用期限换取价格”，价值主张是供应的连续性。因此，争论点不再是合同收入是否存在。它存在，已披露，且规模巨大。争论点是三份协议总计 420 亿美元是否足以改变一个市场共识仍预期会破裂的周期形态。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3023\" height=\"2015\" data-public-id=\"images\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3023,h_2015,c_scale\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA\" alt=\"\" class=\"wp-post-117697 wp-image-117749\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784225908\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA 3023w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784225908\u002Fimages\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6\u002FTIKR.com_SNDK-Sandisk-Corporation-Revenue-and-EBITDA_117749f1be6.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3023px) 100vw, 3023px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk 收入与 EBITDA \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在 TIKR 中查看 SanDisk 相对于同行的表现（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-tikr-advanced-model-analysis\" class=\"wp-block-heading\">\u003Cstrong>TIKR 高级模型分析\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>\u003Cstrong>当前价格：\u003C\u002Fstrong> $1,615.00\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>目标价格（中值）：\u003C\u002Fstrong> ~$3,180\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>潜在总回报：\u003C\u002Fstrong> ~97% \u002F 4.0 年\u003C\u002Fli>\n\n\n\n\u003Cli>\u003Cstrong>年化内部收益率：\u003C\u002Fstrong> ~19% \u002F 年\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4968\" height=\"4084\" data-public-id=\"images\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4968,h_4084,c_scale\u002Ff_webp,q_auto\u002Fv1784225938\u002Fimages\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp?_i=AA\" alt=\"\" class=\"wp-post-117697 wp-image-117751\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784225938\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784225938\u002Fimages\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp?_i=AA 4968w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_986,c_scale\u002Ff_webp,q_auto\u002Fv1784225938\u002Fimages\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1151,c_scale\u002Ff_webp,q_auto\u002Fv1784225938\u002Fimages\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_247,c_scale\u002Ff_webp,q_auto\u002Fv1784225938\u002Fimages\u002FSNDK_valuation_model-1_117751fcb9a\u002FSNDK_valuation_model-1_117751fcb9a.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4968px) 100vw, 4968px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">SanDisk 高级估值模型 \u003Cstrong>(\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fmarkets?fid=1&?ref=tikrblog\">TIKR\u003C\u002Fa>)\u003C\u002Fstrong>\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对 SanDisk 股票的增长预测和价格目标（免费！） >>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">使用中值情景（在 2030 年 6 月 30 日实现），该模型将 SanDisk 估值定在约 $3,180，基于约 30% 的收入\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fcompound-annual-growth-rate-cagr-formula-what-it-means\">复合年增长率\u003C\u002Fa>和约 60% 的\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-net-margin-definition-formula\">净利润率\u003C\u002Fa>，同时估值倍数每年收缩约 5%。我使用中值而非高值，是因为低值情景具有启发性：它仍能带来约 7% 的年回报，因此该模型的下行风险不是亏损，而是机会成本。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">两个驱动因素支撑着收入线。首先是企业级 SSD。瑞穗的 Vijay Rakesh 预计其同比增长约 7 倍，占收入近 25%，Goeckeler 对此没有异议。其次是 Stargate，这款专注于容量的企业级驱动器在本季度首次确认收入。利润率驱动因素是 Visoso 描述的价格下限结构，这将确保在供应赶上需求时，\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-gross-margin-definition-formula\">毛利率\u003C\u002Fa>不会崩溃至历史低谷。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">主要风险在于，在这些价格下限在合同规模足够大之前就受到考验，而市场共识已经预测 2029 财年收入将下降超过 40% 来验证这一点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">上行空间：如果这些协议能在下一个下行周期中维持利润率，那么盈利流就应获得其从未有过的估值倍数，届时中值情景将是保守的。 \u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">下行风险：NAND 回归其周期性本质，中国产能加速周期转换，而 2.74 的贝塔值意味着你将感受到其中的每一分波动。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-conclusion\" class=\"wp-block-heading\">\u003Cstrong>结论\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">8 月 5 日并非关键日期。第四财季业绩将非常强劲，因为公司指引预计收入在 $77.5 亿至 $82.5 亿美元之间，非 GAAP 每股收益在 $30.00 至 $33.00 之间，而且 SanDisk 在过去五个已报告季度中每个季度的收入都超过了市场共识。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">8 月 13 日才是关键日期。投资者日是管理层要么延续其从这三份协议开始的披露，公布所有五份协议的最低合同收入、期限以及这些价格下限和上限的实际宽度，要么将数字停留在原处的日子。SanDisk 已告诉投资者，三份合同锁定了约 420 亿美元的收入。它尚未告诉他们 2029 财年会发生什么，而这正是模型失效的年份。填补这一空白将推动预期。留下空白则意味着华尔街在模型中保留断崖式下跌的预测，而股票将继续像晨星所说的那样，像大宗商品一样交易。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Kelleher 表示他希望看到财务业绩更清晰的加速迹象。他将在 8 月 5 日看到业绩。他能否获得清晰度，取决于八天之后发生的事情。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>查看亿万富翁投资者正在买入哪些股票，以便您能跟随聪明钱使用 TIKR。\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-sandisk\" class=\"wp-block-heading\">您应该投资 SanDisk 吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">真正了解的唯一方法就是亲自查看数据。TIKR 为您免费提供专业分析师用来回答这个问题的机构级财务数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">打开 \u003Cstrong>SanDisk\u003C\u002Fstrong>，您将看到多年的历史财务数据、华尔街分析师对未来几个季度收入和盈利的预期、估值倍数随时间的变化，以及价格目标是呈上升还是下降趋势。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">您可以建立一个免费的观察列表来跟踪 \u003Cstrong>\u003Cstrong>SanDisk\u003C\u002Fstrong>\u003C\u002Fstrong> 以及您关注的所有其他股票。无需信用卡。只需您做决策所需的数据。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>在 TIKR 上免费分析 SanDisk →\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">寻找新机会？\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入\u003C\u002Fa> \u003C\u002Fstrong>哪些股票，以便您能跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用 TIKR 一体化、易于使用的平台，\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短 5 分钟内分析股票\u003C\u002Fa>\u003C\u002Fstrong>。\u003C\u002Fli>\n\n\n\n\u003Cli>您翻开的石头越多… 您发现的机会就越多。 \u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用 TIKR 搜索 10 万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>请注意，TIKR 上的文章并非 TIKR 或我们的内容团队提供的投资或财务建议，也不是买卖任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测来创建内容。我们的分析可能未包含最新的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>",1690,"zh","\u002Fblog\u002Fsandisk-stock-fell-8-in-a-memory-selloff-the-streets-target-went-up-to-2144-anyway","sandisk-stock-fell-8-in-a-memory-selloff-the-streets-target-went-up-to-2144-anyway","images\u002F8-5_117722301c4\u002F8-5_117722301c4","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224535\u002Fimages\u002F8-5_117722301c4\u002F8-5_117722301c4.png?_i=AA",{"altText":165,"imageCredit":166},"Sandisk Stock Fell 8% in a Memory Selloff. The Street’s Target Went Up to $2,144 Anyway.","@u_agcm98aq1c from pixabay via Canva, @san isra from Pexels via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"Wiltone Asuncion","wiltonetikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Sandisk lost 8.12% on July 15 in a selloff that hit every memory name on the tape. In that same stretch, the Street’s mean price target climbed to $2,144.14. The company has already told investors what its supply agreements are worth.",{"title":188,"description":189,"twitterTitle":188,"twitterDescription":189,"author":168,"articlePublisher":190,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":191,"twitterData1":192,"ogTitle":188,"ogDescription":189,"ogUrl":160,"ogImage":163,"ogImageWidth":193,"ogImageHeight":194,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"Sandisk Stock Fell 8% in a Memory Selloff. The Street’s Target Went Up to $2,144 Anyway.","Sandisk lost 8.12% on July 15 in a selloff that hit every memory name on the tape. In that same stretch, the Street’s mean price target climbed to $2,144.14. The company has already told investors what its supply agreements are worth.","TIKR.com","预计阅读时间","3 minutes",1200,630,[196,213,230,245,260],{"id":183,"title":197,"date":198,"excerpt":199,"wordCount":200,"uri":201,"slug":202,"cloudinaryAssetId":203,"featuredImageOriginalUrl":204,"featuredImageMetadata":205,"author":206,"categories":210,"relatedPosts":212},"联合健康财报后盘中飙升10%。UNH股票2026年可能走向何方","2026-07-17 00:04:35","联合健康集团股价盘中一度飙升10%，此前公布的业绩超出预期，管理层上调了2026年业绩展望。以下是改善的医保业务表现和Optum部门执行力如何强化了公司转型前景的原因。",1007,"\u002Fblog\u002Funitedhealth-surged-10-intraday-after-earnings-heres-where-unh-stock-could-head-in-2026","unitedhealth-surged-10-intraday-after-earnings-heres-where-unh-stock-could-head-in-2026","images\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784246277\u002Fimages\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva\u002F@jittawit21-from-jittawit21-via-Canva-@aukidphumsirichat-via-Canva.png?_i=AA",{"altText":197},{"name":207,"slug":208,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":209},"Nikko 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Devices已悄然成为AI基础设施建设的第二引擎，其财务数据正开始体现这一点。",921,"\u002Fblog\u002Fchevron-stock-has-pulled-back-14-while-returning-6-billion-a-quarter-to-shareholders-is-now-the-time-to-buy","chevron-stock-has-pulled-back-14-while-returning-6-billion-a-quarter-to-shareholders-is-now-the-time-to-buy","images\u002FChevron-Featured-1\u002FChevron-Featured-1","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784220320\u002Fimages\u002FChevron-Featured-1\u002FChevron-Featured-1.png?_i=AA",{"altText":214},{"name":224,"slug":225,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":226},"David 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19:30:00","美光科技在7月15日下跌了8%，但整个存储板块都出现了下跌，且闪迪的跌幅更大。前一天，KeyBanc给出了1,750美元这一华尔街最高的目标价。TIKR的中性情景模型显示其公允价值约为935美元。这两个数字之间的差距，才是唯一值得讨论的问题。",1941,"\u002Fblog\u002Fmicron-stock-fell-8-in-a-day-heres-where-the-stock-could-go-in-2026","micron-stock-fell-8-in-a-day-heres-where-the-stock-could-go-in-2026","images\u002F10-5_117724f706b\u002F10-5_117724f706b","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224545\u002Fimages\u002F10-5_117724f706b\u002F10-5_117724f706b.png?_i=AA",{"altText":231},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":241},[],[243],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":246,"date":247,"excerpt":248,"wordCount":249,"uri":250,"slug":251,"cloudinaryAssetId":252,"featuredImageOriginalUrl":253,"featuredImageMetadata":254,"author":255,"categories":257,"relatedPosts":259},"强生公司业绩超预期、上调业绩指引，但股价仍收跌近3%","2026-07-16 19:20:00","强生公司营收和盈利均超出预期，并上调全年业绩指引，上调幅度超过业绩超预期部分。该股开盘走高，随后收跌2.69%。造成下跌的主要原因是其心脏泵业务——该业务季度销售额为4.4亿美元，而公司总销售额为253亿美元。",1830,"\u002Fblog\u002Fjohnson-johnson-beat-raised-guidance-and-still-closed-down-nearly-3","johnson-johnson-beat-raised-guidance-and-still-closed-down-nearly-3","images\u002F9-5_11772367222\u002F9-5_11772367222","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224540\u002Fimages\u002F9-5_11772367222\u002F9-5_11772367222.png?_i=AA",{"altText":246},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":256},[],[258],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":261,"date":262,"excerpt":263,"wordCount":264,"uri":265,"slug":266,"cloudinaryAssetId":267,"featuredImageOriginalUrl":268,"featuredImageMetadata":269,"author":270,"categories":272,"relatedPosts":274},"希捷订单覆盖未来五个季度。股价仍下跌24%","2026-07-16 19:00:00","希捷科技首席财务官表示，公司订单已锁定未来四至五个季度的产品组合、出货量与定价。然而股价自六月高点以来仍下跌24%。7月28日，这两项陈述中将有一项被证伪。",1173,"\u002Fblog\u002Fseagate-order-book-covers-5-quarters-the-stock-is-down-24-anyway","seagate-order-book-covers-5-quarters-the-stock-is-down-24-anyway","images\u002F7-5_117721170ab\u002F7-5_117721170ab","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224528\u002Fimages\u002F7-5_117721170ab\u002F7-5_117721170ab.png?_i=AA",{"altText":261},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":271},[],[273],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[276,294,311,326,341,356,374,389,404,419,434,454,469,484,499,514,532],{"id":183,"title":277,"date":278,"excerpt":279,"wordCount":280,"uri":281,"slug":282,"cloudinaryAssetId":283,"featuredImageOriginalUrl":284,"featuredImageMetadata":285,"author":286,"categories":288,"relatedPosts":293},"巴菲特称投资Alphabet（GOOGL）是他的主意。但他的警告更重要","2026-07-16 18:20:00","沃伦·巴菲特证实，他个人启动了伯克希尔对Alphabet的310亿美元持仓。在同一采访中，他将人工智能领域的数千亿美元支出称为谷歌及其竞争对手面临的\"真正问题\"。",1885,"\u002Fblog\u002Fbuffett-says-the-alphabet-googl-bet-was-his-idea-his-warning-matters-more","buffett-says-the-alphabet-googl-bet-was-his-idea-his-warning-matters-more","images\u002F3-5_117717e0e66\u002F3-5_117717e0e66","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784224511\u002Fimages\u002F3-5_117717e0e66\u002F3-5_117717e0e66.png?_i=AA",{"altText":277},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":287},[],[289],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":295,"date":296,"excerpt":297,"wordCount":298,"uri":299,"slug":300,"cloudinaryAssetId":301,"featuredImageOriginalUrl":302,"featuredImageMetadata":303,"author":304,"categories":308,"relatedPosts":310},"Mizuho下调Circle股票评级，因开放美元联盟威胁稳定币商业模式","2026-07-15 15:23:47","瑞穗因开放美元竞争风险下调Circle股票评级，目标价降至50美元，Baird亦调降其盈利预期。",750,"\u002Fblog\u002Fmizuho-downgrades-circle-nyse-crcl-stock-open-usd-consortium-threatens-stablecoin-business-model","mizuho-downgrades-circle-nyse-crcl-stock-open-usd-consortium-threatens-stablecoin-business-model","images\u002FCRCL-stock-1_11732767401\u002FCRCL-stock-1_11732767401","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784101786\u002Fimages\u002FCRCL-stock-1_11732767401\u002FCRCL-stock-1_11732767401.png?_i=AA",{"altText":295},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":307},"Aditya 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15:21:37","花旗集团(Citigroup)股价下跌，尽管季度营收创下纪录，但投资者对其维持不变的业绩指引和不断上升的开支表示质疑。",746,"\u002Fblog\u002Fcitigroup-nyse-stock-falls-despite-posting-best-quarterly-revenue-in-a-decade","citigroup-nyse-stock-falls-despite-posting-best-quarterly-revenue-in-a-decade","images\u002FC-stock\u002FC-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784107090\u002Fimages\u002FC-stock\u002FC-stock.png?_i=AA",{"altText":312},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":322},[],[324],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":327,"date":328,"excerpt":329,"wordCount":330,"uri":331,"slug":332,"cloudinaryAssetId":333,"featuredImageOriginalUrl":334,"featuredImageMetadata":335,"author":336,"categories":338,"relatedPosts":340},"Meta面临员工诉讼，指控其在近期裁员中歧视性使用人工智能","2026-07-15 15:16:44","Meta面临一项诉讼，指控其人工智能系统在2026年5月的裁员中歧视了休假员工。",781,"\u002Fblog\u002Fmeta-nasdaq-stock-employee-lawsuit-discriminatory-ai-use-layoffs","meta-nasdaq-stock-employee-lawsuit-discriminatory-ai-use-layoffs","images\u002FMETA-stock-3_1174008286d\u002FMETA-stock-3_1174008286d","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784120055\u002Fimages\u002FMETA-stock-3_1174008286d\u002FMETA-stock-3_1174008286d.png?_i=AA",{"altText":327},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":337},[],[339],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":342,"date":343,"excerpt":344,"wordCount":345,"uri":346,"slug":347,"cloudinaryAssetId":348,"featuredImageOriginalUrl":349,"featuredImageMetadata":350,"author":351,"categories":353,"relatedPosts":355},"美联航推出全新高端经济舱选项，确保中间座位无人占用","2026-07-15 15:12:39","联合航空股票备受关注，该公司推出配备保证空置中间座位的新型高端舱位。",760,"\u002Fblog\u002Funited-airlines-nasdaq-ual-stock-new-premium-economy-option","united-airlines-nasdaq-ual-stock-new-premium-economy-option","images\u002FUAL-stock-1_117414413ba\u002FUAL-stock-1_117414413ba","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784121218\u002Fimages\u002FUAL-stock-1_117414413ba\u002FUAL-stock-1_117414413ba.png?_i=AA",{"altText":342},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":352},[],[354],{"name":290,"slug":291,"uri":292,"description":171,"postsCount":183},[],{"id":183,"title":357,"date":358,"excerpt":359,"wordCount":360,"uri":361,"slug":362,"cloudinaryAssetId":363,"featuredImageOriginalUrl":364,"featuredImageMetadata":365,"author":366,"categories":368,"relatedPosts":373},"贝莱德股价上涨7%，此前第二季度业绩超出华尔街预期","2026-07-16 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Health的派息率降至29%，而季度股息连续八个季度维持在0.67美元。其股息收益率则下降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":435},{"name":445,"slug":446,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":447},"Gian 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12:00:00","思科的派息率已从两年前的74%降至49%，同时每股股息则升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":455},{"name":445,"slug":446,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":465},[],[467],{"name":450,"slug":451,"uri":452,"description":171,"postsCount":183},[],{"id":183,"title":470,"date":471,"excerpt":472,"wordCount":473,"uri":474,"slug":475,"cloudinaryAssetId":476,"featuredImageOriginalUrl":477,"featuredImageMetadata":478,"author":479,"categories":481,"relatedPosts":483},"TXN股息：最适合追求派息增长的长期生命周期芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息也随之而来。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":470},{"name":445,"slug":446,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":480},[],[482],{"name":450,"slug":451,"uri":452,"description":171,"postsCount":183},[],{"id":183,"title":485,"date":486,"excerpt":487,"wordCount":488,"uri":489,"slug":490,"cloudinaryAssetId":491,"featuredImageOriginalUrl":492,"featuredImageMetadata":493,"author":494,"categories":496,"relatedPosts":498},"联合太平洋铁路 (UNP) 股票：买入这家铁路股息背后的护城河","2026-07-16 10:00:00","联合太平洋的派息率目前为48%，调整后每股收益增长了9%。其股息增长空间是大多数股票难以企及的。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":485},{"name":445,"slug":446,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":495},[],[497],{"name":450,"slug":451,"uri":452,"description":171,"postsCount":183},[],{"id":183,"title":500,"date":501,"excerpt":502,"wordCount":503,"uri":504,"slug":505,"cloudinaryAssetId":506,"featuredImageOriginalUrl":507,"featuredImageMetadata":508,"author":509,"categories":511,"relatedPosts":513},"NUE股票股息收益率：为何纽柯公司提供独特的周期性保护","2026-07-16 09:00:00","Nucor的派息率在创纪录的700万吨季度后已降至17%，股息率目前为1.0%。以下是股息数据所揭示的信息。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":500},{"name":445,"slug":446,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":510},[],[512],{"name":450,"slug":451,"uri":452,"description":171,"postsCount":183},[],{"id":183,"title":515,"date":516,"excerpt":517,"wordCount":518,"uri":519,"slug":520,"cloudinaryAssetId":521,"featuredImageOriginalUrl":522,"featuredImageMetadata":523,"author":524,"categories":526,"relatedPosts":531},"英特尔的转型终于成真，还是投资者应避开的估值陷阱？","2026-07-14 13:51:00","英特尔正全力追求真正的东山再起，分头押注设计与晶圆代工业务。以下是判断$INTC股票是反转故事还是投资陷阱的方法。",1222,"\u002Fblog\u002Fintel-stock-turnaround-real-or-value-trap-investors","intel-stock-turnaround-real-or-value-trap-investors","images\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783577235\u002Fimages\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260.png?_i=AA",{"altText":515},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":525},[],[527],{"name":528,"slug":529,"uri":530,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[],{"id":183,"title":533,"date":534,"excerpt":535,"wordCount":536,"uri":537,"slug":538,"cloudinaryAssetId":539,"featuredImageOriginalUrl":540,"featuredImageMetadata":541,"author":542,"categories":544,"relatedPosts":546},"过去一年下跌71%，Wix股票终于值得仔细审视了吗？","2026-07-13 13:50:00","WIX股价较峰值下跌69%，目前交易价格为47美元。到2028年能否达到81美元？以下是模型预测结果。",1181,"\u002Fblog\u002Fdown-71-from-its-peak-is-wix-nasdaq-stock-undervalued","down-71-from-its-peak-is-wix-nasdaq-stock-undervalued","images\u002FWix-stock_116481b2be8\u002FWix-stock_116481b2be8","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783598340\u002Fimages\u002FWix-stock_116481b2be8\u002FWix-stock_116481b2be8.png?_i=AA",{"altText":533},{"name":305,"slug":306,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":543},[],[545],{"name":528,"slug":529,"uri":530,"description":171,"postsCount":183},[]]