
2026-08-06 科创50ETF外部事件:闪迪与西部数据财报
闪迪与西部数据披露2026财年第四季度收入、下一财季指引及闪迪追加回购授权,记录存储产业链对STAR50的外部事实映射。
{
"schema_version": "1.0",
"as_of": "2026-08-06T09:30:00+08:00",
"asset_keys": ["STAR50"],
"instrument": {
"name": "科创 50ETF",
"exchange_symbol": "SSE.588000"
},
"events": [
{
"event_id": "STAR50-20260805-SANDISK-FY26-Q4-V1",
"title": "闪迪 2026 财年第四季度收入 89.7 亿美元",
"event_time_utc": "2026-08-05",
"event_time_quality": "day_only",
"published_at_utc": "2026-08-05T00:00:00Z",
"event_type": "earnings_guidance",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 1
},
"confidence": 88,
"horizon": "weeks",
"transmission_chain": "闪迪披露 2026 财年第四季度收入 89.7 亿美元、环比增长 51%并给出下一财季收入指引→全球 NAND 存储需求与价格预期及存储厂商盈利预期获得新参照→科创板存储相关成分股盈利预期更新并通过指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"闪迪更正或撤回 2026 财年第四季度财务结果时,以公司最新公告替代本条",
"后续披露显示 2027 财年第一季度收入指引、存储需求或价格趋势不再延续时,本条的前瞻部分失效",
"董事会取消或调整追加 140 亿美元回购授权时,以公司最新公告替代本条",
"若后续证据不再支持全球 NAND 存储事实对科创板存储相关成分股的同业传导,本条映射失效"
],
"raw_facts": {
"财务期间": "2026 财年第四季度截至 2026 年 7 月 3 日",
"第四财季收入": "$8.97 billion",
"第四财季收入环比": "增长 51%",
"第四财季收入同比": "增长 372%",
"2026 财年收入": "$20.25 billion,同比增长 175%",
"2027 财年第一季度收入指引": "$10.30 billion 至$10.80 billion",
"2027 财年第一季度 Non-GAAP 每股净收益指引": "$44.00 至$46.00",
"新增股票回购授权": "追加$14 billion;总剩余回购授权达到$15.5 billion",
"公告发布日期": "2026 年 8 月 5 日,原文未披露时分"
},
"source_urls": [
"[https://investor.[sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results](https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results)](https://sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results](https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results))",
"[https://www.[sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm)](https://sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm))",
"[https://www.[sec.gov/Archives/edgar/data/2023554/000162828026053346/sndkq4-26ex991xpressrelease.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndkq4-26ex991xpressrelease.htm)](https://sec.gov/Archives/edgar/data/2023554/000162828026053346/sndkq4-26ex991xpressrelease.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndkq4-26ex991xpressrelease.htm))"
],
"source": [
{
"publisher": "Sandisk Corporation",
"title": "Sandisk Reports Fiscal Fourth Quarter 2026 Financial Results",
"published_at": "2026-08-05",
"url": "[https://investor.[sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results](https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results)](https://sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results](https://investor.sandisk.com/news-releases/news-release-details/sandisk-reports-fiscal-fourth-quarter-2026-financial-results))"
},
{
"publisher": "U.S. Securities and Exchange Commission",
"title": "Sandisk Corporation Form 8-K dated August 5, 2026",
"published_at": "2026-08-05",
"url": "[https://www.[sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm)](https://sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm](https://www.sec.gov/Archives/edgar/data/2023554/000162828026053346/sndk-20260805.htm))"
}
]
},
{
"event_id": "STAR50-20260805-WD-FY26-Q4-V1",
"title": "西部数据第四财季收入 37.47 亿美元同比增 44%",
"event_time_utc": "2026-08-05",
"event_time_quality": "day_only",
"published_at_utc": "2026-08-05T00:00:00Z",
"event_type": "earnings_guidance",
"source_tier": "A",
"asset_keys": ["STAR50"],
"direction_score": {
"STAR50": 0
},
"confidence": 72,
"horizon": "weeks",
"transmission_chain": "西部数据披露 2026 财年第四季度收入 37.47 亿美元、同比增长 44%并给出下一财季收入指引→数据存储设备需求与存储产业链收入预期获得外部参照→科创板存储相关成分股的行业景气判断变量更新并通过指数权重传导至科创 50ETF 价格",
"invalidation_conditions": [
"西部数据更正或撤回 2026 财年第四季度财务结果时,以公司最新公告替代本条",
"后续披露显示 2027 财年第一季度收入指引或存储设备需求趋势反转时,本条的前瞻部分失效",
"若后续证据不再支持数据存储设备事实对科创板存储相关成分股的同业传导,本条映射失效"
],
"raw_facts": {
"财务期间": "2026 财年第四季度",
"第四财季收入": "$3.747 billion",
"第四财季收入同比": "增长 44%",
"第四财季 GAAP 毛利率": "54.1%",
"第四财季 Non-GAAP 毛利率": "54.4%",
"2027 财年第一季度收入指引": "$4.1 billion,±$0.1 billion",
"2027 财年第一季度收入同比指引": "增长 42%至 49%",
"2027 财年第一季度 Non-GAAP 毛利率指引": "55%至 56%",
"公告发布日期": "2026 年 8 月 5 日,原文未披露时分"
},
"source_urls": [
"[https://investor.[wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial](https://investor.wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial)](https://wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial](https://investor.wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial))"
],
"source": [
{
"publisher": "Western Digital Corporation",
"title": "WD Reports Fiscal Fourth Quarter and Fiscal Year 2026 Financial Results",
"published_at": "2026-08-05",
"url": "[https://investor.[wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial](https://investor.wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial)](https://wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial](https://investor.wdc.com/news-releases/news-release-details/wd-reports-fiscal-fourth-quarter-and-fiscal-year-2026-financial))"
}
]
}
],
"exclusions": [
"未纳入科创 50 指数行情、个股行情、技术指标、ETF 申赎、资金流量和操作建议"
]
}
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