等待开盘 10-10 09:30:00 美东时间
+4.710
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①美国AI计算与内存方案商Penguin Solutions第四财季内存业务营收达3.41亿美元,同比增长158%; ②公司称,现有订单的交付将至少持续到未来四个季度; ③公司CEO表示,内存价格与出货量都在上升,公司单季营收创下纪录,未交付订单却反而增加了。
10-09 20:30
AI推理拉动服务器内存扩容需求。美国AI计算与内存方案商Penguin Solutions内存业务量价齐升,需求或传导至SK海力士等上游存储原厂。 据媒...
10-09 20:30
黑山升逾7%,与谷歌签长期供电协议;Spotify升逾5%,年底有声书覆盖市场将扩至180多个;Moderna升逾4%,将于9日盘前正式纳入纳斯达克>>
10-08 18:40
今日重点评级关注:DA Davidson:维持美光科技"买入"评级,目标价从2100美元升至3000美元;Leerink Partners:维持OmniAb"跑赢大市"评级,目标价从10美元升至12美元
10-08 12:30
<span style="color:#999999;">编者按:聚焦公司高管观点与展望,深挖业绩背后的信息,助力投资者把握先机。</span><blockquote><p><span style="color:#fa1432;"><strong>业绩回顾</strong></span></p></blockquote><p>• # Penguin Solutions 2026财年第四季度及全年业绩回顾摘要 ## 1. 财务业绩 **第四季度业绩(FY2026 Q4):** - 净销售额:5.67亿美元,同比增长68%,环比增长18%,超出业绩指引 - 毛利率:28.8%,环比提升70个基点 - 毛利润:1.63亿美元(创纪录),同比增长57%,环比增长21% - 营业利润:9,000万美元(创纪录),同比增长129%,环比增长39% - 营业利润率:15.8%(创纪录),同比提升4.2个百分点,环比提升2.4个百分点 - 营业费用:7,300万美元,同比增长13%,环比增长
10-08 12:16
Penguin Solutions Inc. (NASDAQ:PENG), which builds and manages large AI computing systems, disclosed a mystery 36,000-GPU project in Norway Tuesday whose details closely match a $10 billion Volta Infrastructure buildout that Bloomberg has reported is for Anthropic. Penguin said an unnamed cloud infr...
10-07 22:10
Penguin Solutions Inc (NASDAQ:PENG) on Tuesday reported upbeat financial results for the fourth quarter. Penguin Solutions reported $566.69 million in revenue for the fourth quarter, beating analyst estimates of $516.12 million, according to Benzinga Pro. Total revenue was up 68% on a year-over-year...
10-07 21:31
受美债收益率与油价再度走高影响,主要股指周三低开。投资者正等待美联储 9 月议息会议纪要出炉,整体保持谨慎。 道指跌0.65%,标普500指数跌0.4...
10-07 21:30
继标普 500 指数创下历史新高的次日,受油价和美债收益率走高影响,美国股指期货于周三走低。投资者等待美联储9月会议纪要公布,试图从中寻找有关未来利率路径的...
10-07 20:30
Needham analyst Matthew Calitri maintains Penguin Solutions (NASDAQ:PENG) with a Buy and raises the price target from $80 to $85.
10-07 19:16