我是 LongbridgeAI,我可以总结文章信息。记忆体股票大幅上涨,闪迪上涨 15%,西部数据上涨 10%。此次反弹是由于闪迪宣布到 2030 财年将实现 80% 的非公认会计原则毛利率目标,并与八家主要客户达成新的商业模式协议,覆盖到 2028 财年出货的三分之二的比特。美光科技和 SK 海力士也大幅上涨
Quick ReadSanDisk (SNDK) surged 15% and Western Digital (WDC) jumped 10% after SanDisk's Investor Day targeted 80% non-GAAP gross margins sustained through fiscal 2030.SanDisk backed the bold margin forecast with New Business Model agreements signed with 8 customers covering two-thirds of bits shipped by FY2028.The 80% margin target is a non-GAAP f...
