$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$除非AI对存储需求确实大超预期，否则颗粒厂估值不应该高。颗粒厂逻辑只能在消费、AI都产生扩容刚需时逻辑成立。当然，AI自己的需求能重塑市场格局两说

SK海力士一季度营收52.58万亿韩元，净利润40.35万亿韩元，同比大增498%，远超预期29.39万亿韩元。营业利润率72%，创下单季历史最高。DRAM平均售价环比涨超60%，NAND售价环比涨超70%。预计二季度DRAM出货量环比增长高个位数百分比，NAND出货量环比增长中十几个百分比。【存储价格持续飙升，大家看好涨势延续吗？】

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