$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$ $美光科技(MU)$ HPE 的财报表现非常强劲。他们所有的服务器都必须搭载美光的内存和 SNDK 的存储。

英伟达今日跌3.62%，在博通财报"利好出尽"暴跌与中东risk-off的双重压力下，AI芯片板块集体回调，连龙头也未能幸免。但台积电CEO重申AI需求"毫无降温迹象"，BofA也重置了对NVDA的预期，长期算力叙事并未动摇。AI龙头回调，你会逢跌上车，还是等中东与财报情绪消化完再说？

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