三藏大法师
01-19
豁出去了，之前一直觉得涨高了不敢买，结果它根本就不回调。这次咬咬牙，我也得跟上，打死也不想再错过
$SanDisk Corp(SNDK)$
存储市场再次提价！本周财报如何布局？
存储疯狂紧缺引发大涨价，继DRAM价上调70%后，韩媒称三星电子Q1将NAND价格上调100%。高盛预计，其他客户也将跟随这一趋势，同意在1Q26大幅上调存储价格。【存储板块开年延续去年上涨行情，大家现在手里还持有相关个股吗？本周西部数据、SanDisk等相关概念股都将发布财报，绩前该如何布局？】
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没有人比我更懂韭菜
01-20
没有人比我更懂韭菜
闪迪的周期性极强...他卖的是大宗商品
没有人比我更懂韭菜
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三藏大法师
:
最好是自己做功课…闪迪主要收入依然来自卖闪存产品…这部分随着现在的闪存超级周期起飞盈利爆表…不过一旦周期反转了跌起来也没底…顺便闪迪现在有一个野心叫hbf 打算用这个去抢美光三星的hbm市场…下半年出样本 如果这个东西被市场或者被nvda认可了…估值会重新改写 如果没过….现在的价格包括了不少hbf的期权在里面 至于大宗商品…因为不是技术门口特别高…所以就和金属之类商品一样随供需波动大 如果门槛 也就护城河高…波动就小 稳定的多 我个人能力有限 错了不要喷[害羞]
叁陆玖
:
怎么理解这里的大宗商品
三藏大法师
:
那应该怎么操作比较好
什么也没有了～
APP内打开
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