$闪迪(SNDK)$_老虎社区_美港股上老虎

五年一个周期

04-27

$闪迪(SNDK)$sndk目标价base case 是1400-1700。hbf的故事会很快开始取代hbm的故事也会很快开始。这周财报看点一个是超出预期多少。第二就是hbf原型进度

闪迪财报大超预期！绩后回落，仅技术性调整？

闪迪和西部数据虽然财报强劲，但股价均大跌。【存储板块当前的回落，大家觉得是price in的技术性回调or趋势反转？你还会继续买吗？】

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