Replying t_老虎社区_美港股上老虎

Replying to @不做赔本交易:所以我把台积电和英特尔都买了//@不做赔本交易:你还没整明白英特尔为什么涨呢？英特尔不只是芯片设计厂，它也是芯片生产厂，它跟台积电从根上就是互相竞争的，AMD英伟达他们把芯片设计出来，让用台积电代工，但英特尔不是去找台积电代工，英特尔是自己生产，现在又抢了苹果的单子，英特尔和AMD英伟达不是一回事

闪迪崩 12% 华尔街反而更看多，该抄底吗？

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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