--- title: "U.S. stock night trading fluctuations: Super Micro Computer fell 3% in night trading, strong earnings guidance unable to prevent mean reversion pressure" type: "News" locale: "en" url: "https://longbridge.com/en/news/296182240.md" description: "Super Micro Computer fell 3.00% in after-hours trading; SanDisk fell 4.13% in after-hours trading, with a transaction volume of USD 980 million; Western Digital fell 3.69% in after-hours trading, with a transaction volume of USD 34.43 million; Apple fell 0.04% in after-hours trading, with a transaction volume of USD 19.52 million" datetime: "2026-08-18T05:57:40.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296182240.md) - [en](https://longbridge.com/en/news/296182240.md) - [zh-HK](https://longbridge.com/zh-HK/news/296182240.md) --- # U.S. stock night trading fluctuations: Super Micro Computer fell 3% in night trading, strong earnings guidance unable to prevent mean reversion pressure **U.S. Stock Night Market Movements** Super Micro Computer fell 3% in the night market. Based on recent key news: 1. On August 17, Super Micro raised its revenue outlook for 2027 to $65 billion to $72 billion, showing the company's high confidence in the demand for AI server markets, driving the stock price up. Source: Zhitong Finance 2. On August 15, analysts raised Super Micro's EPS estimate for 2027 to $4.39, with a target price of $42, improving market expectations. Source: FactSet 3. On August 15, Super Micro's stock price was in an overbought state, and trading strategies based on mean reversion could lead to stock price pressure. Source: BenzingaAI Strong infrastructure demand, market attention **Stocks with High Trading Volume in the Industry** SanDisk fell 4.13% in the night market. Based on recent key news: 1. On August 15, the Situational Awareness Fund was severely impacted during a sharp sell-off of AI-related stocks, leading to a significant drop in SanDisk's stock price. The fund had heavily invested in SanDisk and Micron Technology before the crash, with a total position of about $11 billion, accounting for a quarter of the fund's net assets. Source: Wall Street Insight 2. On August 16, SanDisk's Investor Day event released positive signals, expecting gross margins to remain high until fiscal year 2030, boosting the overall strength of the storage sector. Bernstein analysts called its high-bandwidth flash memory technology a "game changer" in the AI field. Source: Golden Finance 3. On August 17, Bank of America reiterated its "Buy" rating on Micron Technology, noting that SanDisk's Investor Day event might indicate a more sustained phase for the memory industry. Source: Titanium Media Strong demand in the storage industry, driven by AI growth. Western Digital fell 3.69% in the night market. Based on recent key news: 1. On August 17, Cramer pointed out that the growth in AI demand could lead to overbuilding in the storage industry, but the current risk of oversupply is low. Western Digital is seen as one of the key suppliers for AI data center construction, causing fluctuations in its stock price. 2. On August 15, Western Digital's analysis showed that AI data center construction is shifting from GPU competition to data storage capacity competition, making storage planning a core aspect and driving market attention towards storage companies. 3. On August 15, Western Digital completed capacity expansion and automation projects, improving production efficiency, and management expects continued growth in the future, leading to market attention on its stock price. AI demand is driving transformation in the storage industry, and risks need to be monitored. Apple fell 0.04% in the night market. Based on recent key news: 1. On August 15, the U.S. government clearly stated that it does not want Apple to source storage chips from China to address global supply shortages. This move may affect Apple's supply chain stability, leading to stock price fluctuations 2. On August 16, Apple proactively contacted Changxin Storage to seek the procurement of mobile DRAM chips to ensure supply chain security and pricing autonomy. This move demonstrates Apple's proactive measures in addressing chip supply shortages, impacting market expectations. 3. On August 17, the renowned Wall Street investment bank Rothschild & Co. upgraded Apple Inc.'s investment rating to "Buy" and significantly raised the target price to $400. This action boosted market confidence in Apple's future performance, driving the stock price up. 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