$闪迪(SNDK)$_老虎社区_美港股上老虎 - 老虎社区

价投大师兄

$闪迪(SNDK)$ 未来两个月主线会向 csp 云服务倾斜，存储大概率高位出货，沉寂之前必须有死猫跳一把，昨晚1460左右已加，迪王只要不跟小韩就能走出自己的独立行情，期待短期的最后一舞$2倍做多SNDK ETF-Tradr(SNXX)$

存储涨势现分化，高盛喊底部为何美光掉队？

存储三巨头周二走势分化：SK海力士收涨4.83%，闪迪基本走平，美光却逆势跌1.61%。高盛发研报称美光与闪迪"最坏时刻或已过去"，看多新一轮存储涨价周期；但美光近期持续跑输同业，德鲁肯米勒（Druckenmiller）更已清仓美光转投谷歌。HBM景气归HBM，美光独自掉队是补涨机会还是基本面隐忧？

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

一颗大小韭菜
08-25
一颗大小韭菜
我跑了兄弟，今天目标达成
- Anyso:
  还能买吗
- 价投大师兄:
  跑得好啊，做完t后现在价格在成本线附近了
价投大师兄
08-25
价投大师兄
存为王启动！

发表看法

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