赞同“GPU独涨行情_老虎社区_美港股上老虎

赞同“GPU独涨行情已过”的说法。CPU全面开花是接下来的主力节奏，看这预测，我站低功耗王者ARM

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？

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