$闪迪(SNDK)$_老虎社区_美港股上老虎 - 老虎社区

做时间朋友

$闪迪(SNDK)$ 一个月内短期看到2100，年底看到破2500，明年目标市值7000亿[财迷] 每次大调整都是做多的时候，相信相信的力量$特斯拉(TSLA)$ $英伟达(NVDA)$ $SpaceX(SPCX)$ $美光科技(MU)$

SK海力士涨2.62%跑赢美光，存储需求谁更强？

SK海力士(SKHY)周二收涨2.62%，跑赢美光、希捷等美国存储同业，交易员正重新权衡存储需求(memory demand)的强度，HBM龙头地位获资金认可。不过多空分歧明显——Bernstein同日下调了其目标价，激进资本开支(capex ramp)带来的周期回落压力仍是隐忧。在美光(MU)今晚盘后发财报的背景下，整个存储链景气度成为市场焦点，SK海力士作为HBM三巨头之一被率先交易。当SK海力士逆势跑赢美光却被大行下调目标价，存储超级周期的成色，会由今晚美光财报给出答案吗？

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Enndm_
09-29
Enndm_
年底能到前高都不错了不奢望太多

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