异动解读07-08
数据中心公司Penguin Solutions（PENG）今日夜盘股价大涨5.02%，引起了市场的广泛关注。
消息面上，公司于盘后发布了2026财年第三季度财报，业绩远超市场预期。财报显示，公司第三季度营收达4.787亿美元，高于分析师预期的4.055亿美元；调整后每股收益为0.84美元，显著高于普遍预期的0.56美元。受人工智能基础设施和内存解决方案强劲需求的推动，公司净销售额同比增长48%。
基于强劲的业绩表现，公司同时上调了2026财年全年业绩指引。目前预计全年营收增长22%（误差范围±2%），较此前预测的12%大幅上调；预计年度调整后每股收益为2.60美元（误差范围±5美分），也高于此前预测的2.15美元。公司首席执行官谢赫（Kash Shaikh）表示，“我们看到，由人工智能驱动的客户对内存和AI基础设施解决方案的需求非常强劲。”这份亮眼的财报和乐观的展望是推动股价在夜盘走高的直接原因。
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