以我的直觉，像这种财_老虎社区_美港股上老虎

以我的直觉，像这种财报突然跳空高开的，马上就要一路向下一段时间

闪迪（SNDK）今日暴跌 12.63%，为存储板块跌幅之最，直接催化来自美伊风险冲击下的高 beta 抛售与获利了结。耐人寻味的是，华尔街反而"更加看多"——多家机构认为其企业级 NAND 与 HBM 配套的组合价值被市场忽视，"这波下跌掩盖了 SNDK 真正的组合价值"。多头视 12% 急跌为错杀，空头则担心存储周期见顶后估值难守。极端波动下，是错杀抄底还是接飞刀？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

PaulaBaldwin
05-07
PaulaBaldwin
我也怕埋人你敢空吗

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":561381374152784,"tweetId":"561381374152784","gmtCreate":1778087688209,"gmtModify":1778088549703,"author":{"id":3524657228029343,"idStr":"3524657228029343","authorId":3524657228029343,"authorIdStr":"3524657228029343","name":"bingxular","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"闪迪崩 12% 华尔街反而更看多，该抄底吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"闪迪（SNDK）今日暴跌 12.63%，为存储板块跌幅之最，直接催化来自美伊风险冲击下的高 beta 抛售与获利了结。耐人寻味的是，华尔街反而\"更加看多\"——多家机构认为其企业级 NAND 与 HBM 配套的组合价值被市场忽视，\"这波下跌掩盖了 SNDK 真正的组合价值\"。多头视 12% 急跌为错杀，空头则担心存储周期见顶后估值难守。极端波动下，是错杀抄底还是接飞刀？","image":"https://static.tigerbbs.com/5a2edc590b8e582c283baa633b6fab5f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>以我的直觉，像这种财报突然跳空高开的，马上就要一路向下一段时间</body></html>","htmlText":"<html><head></head><body>以我的直觉，像这种财报突然跳空高开的，马上就要一路向下一段时间</body></html>","text":"以我的直觉，像这种财报突然跳空高开的，马上就要一路向下一段时间","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/561381374152784","repostId":0,"isVote":1,"tweetType":1,"viewCount":961,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":60,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":561392779916936,"commentId":"561392779916936","gmtCreate":1778090541784,"gmtModify":1778147908591,"authorId":9000000000000430,"author":{"id":9000000000000430,"idStr":"9000000000000430","authorId":9000000000000430,"name":"PaulaBaldwin","avatar":"https://static.tigerbbs.com/7e02002a4ff0970395fc8264888e847d","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":561381374152784,"objectIdStr":"561381374152784","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"我也怕埋人 你敢空吗","text":"我也怕埋人 你敢空吗","html":"我也怕埋人 你敢空吗","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/561381374152784"}