闪迪的盛筵

狮子做趋势交易

闪迪盘后的表现，就像盛大的宴会。

主人把宫殿彻底翻修——

穹顶挂上整组圣路易斯的水晶吊灯，

地面铺上从Château de Villandry拆下来的橡木凡尔赛拼花地板，

家具换成了Maison Charles与Citterio Fratelli的定制系列，

餐桌则是一整块来自英国David Linley工坊的手工胡桃木长桌，

配以Haviland手绘瓷餐具。

管家统筹调度下，服务生步伐和倒水动作都达到 RMDHT级别的精准；

宾客的着装也配得上，美女们穿着

Fogal Privé的蕾丝黑丝，

Massaro手工定制款15厘米恨天高，

出自Atelier Versace的私订礼服都必须露肩和露凶，

Van Cleef & Arpels的镶嵌碎钻若隐若现。

气氛被推到极致，仪式感被堆到顶格。

Boley的定制石材壁炉中，火焰的噼啪噼啪声，也如莫扎特的乐曲般动听。

上菜环节，米其林三星大厨亲自上阵，Christofle银盖揭开——

里面是一道热气腾腾的米田共。

$闪迪(SNDK)$ $美光科技(MU)$ $SK海力士(SKHY)$

闪迪投资者日后再涨 7%，存储信仰还在？

闪迪(SNDK)今日再涨约 7.39%、美光(MU)涨约 2.30%，存储强势不改。催化是 SNDK 投资者日后卖方定调"存储交易仍在延续"，美光则被喊"KOSPI 恐慌被过度解读、强力买入，有望向上突破"。不过也有声音提醒日元走强可能冲击 80% 毛利率故事。存储超级周期的信仰这次能扛住估值高位吗？

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

洋洋的土豆2
08-06
洋洋的土豆2
哈哈哈哈，烘托到极致后的最后一坨屎
香菜籽梓
08-06
香菜籽梓
哈哈哈哈哈哈
仓位一定要控制好
08-06
仓位一定要控制好
[捂脸]

发表看法

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