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mmttyy
更可能超预期(相对华尔街一致预期,尤其是营收 / Non-GAAP EPS)
本季对应 Sandisk(Nasdaq: **SNDK**)**FY2027 Q1**(约日历 2026 年 7–9 月),截止此刻**尚未发布**;预计美东 **10/29 收盘后**出,电话会约 **16:30 ET / 北京 10/30 04:30**。
公司指引大致是营收 **103–108 亿美元**、Non-GAAP EPS **44–46 美元**;街头共识已贴近甚至略高于指引上沿。偏多一侧是 NAND/企业级涨价周期和近数季打穿指引的往绩;约束一侧是「符合指引」未必轻松超过 Street,市场更会盯下季指引是否够强。
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