$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$个人认为买科技股，尤其是半导体类，有三大难点：1.产品能不能做出来，做出来性能有没有竞争力？2.能不能打进供应链，能拿到多大份额的订单？3.拿到订单后能不能拿到足够的产能？这三个问题想要预判出来太难了，一般来说只能走一步看一步，做好仓位管理降低风险。之所以这次敢重仓SDK，主要是基于目前信息，这三大难点都得到了较好的解决。

存储概念狂飙！继续持有or逐步止盈？

存储芯片股加速上涨，本周五闪迪狂飙涨超16%，美光科技涨超15%，英特尔涨近14%，超威半导体涨超11%，希捷科技涨超2%，均创新高。，美光CEO：AI才刚开始，但内存已经不够了，今年DRAM与NAND需求或吞噬过半市场。【大家看好存储芯片势头吗？还能继续持有吗？】

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