$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$ 今天跌了点，涨了这么多总得喘口气。AI对NAND的需求逻辑没变，HBF也还没量产，基本面没啥问题。这波就是涨多了的技术性回调，获利盘太多需要消化。

周二美股存储芯片指数涨超2.4%，双双续创新高。美伊战争爆发以来，存储芯片板块成为表现最好的大型科技股之一，具体表现：SanDisk大涨 49.3%，Western Digital上涨26.4%，Seagate Technology上涨 25.8%，Micron Technology上涨8.5%。【大家看好存储板块涨势吗？现阶段你的操作策略是？】

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