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。
逐段跳播
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.
比如，在夏季期间，SanDisk 的股价曾达到 2354，随后在稍晚一点、也许是 7 月底和 8 月初的时候，这只股票勉强守在千点水平，不是吗？从 2300 开始。所以，这向你展示了它有多么波动。
For example, during the summer, SanDisk stock was at 2354 and then at a slightly lower point a little later , perhaps at the end of July and the beginning of August, this stock was barely holding the thousand level , wasn't it?
From 2300. So, this shows you how volatile it is.
而真正脱颖而出的一只股票就是 SanDisk。你知道，这是硬盘驱动器（SSD），为你的笔记本电脑和服务器提供快速存储。他们生产我们随处可见的那些 microSD 存储卡。但这只股票真正有趣的地方在于，它的预期市盈率为 6.9 倍。
而你说的是一家 2027 财年盈利预期已被上调至 212 美元左右的公司。如果你看下一年，将达到 262 美元。如果你回顾历史，这是一家在 2025 年 4 月股价为 30 美元的公司。
所以，你说的是明年预期盈利的许多倍。因此，我们认为这是一个很好的估值，并且鉴于订单簿仍在延长至 2030 年，我们认为这是内存和存储板块的一个轻松选择。
and one of the names that has really stood out is SanDisk. You know that this is a hard disk drive (SSD), fast storage for your laptops and servers. They make all those microSD memory cards that we see everywhere.
But what was really interesting about this name was that its forward price-to-earnings ratio was 6.9 times. And you're talking about a company whose earnings estimates for fiscal year 2027 have been raised to $212 and something .
If you look at the following year, it will reach $262. If you look back historically, this is a company that was trading at $30 in April 2025. So you're talking about many times the expected earnings for next year.
Therefore, we see this as a great valuation, and given that order books are still being extended until 2030, we believe this is an easy option for the memory and storage sector.
当我与 Lucas 交谈并提到 SIMO、Silicon Motion 和 SanDisk 这类名字时，这些是她偏好的一些名字。
When I spoke to Lucas and mentioned names like SIMO, Silicon Motion, and SanDisk, these were some of the names she preferred.
每个人都知道 Micron 和 SanDisk，但还有一些像 Silicon Motion 这样的参与者……
Everyone knows Micron and SanDisk, but there are some players like Silicon Motion...
这个频道对 $SNDK 的历次判断
Schwab Network 在这只股票上只有这一条判断。