香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！_老虎社区_美港股上老虎

香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！

智通财经02-25

智通财经APP获悉，受益于存储芯片超级周期而一路飙升的闪迪(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构...

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阿肉
·02-25
黄金也是大宗还不是涨？又不是说大宗去就不值钱
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Stop dreaming, you're only selling commodities!","themeId":"a32b1b0fcf67ef4c389a2a2ca245ea37","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NVDA":1.84,"NVDX":0.6,"ANV":0.6,"NVDY":0.6,"NVD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDS":0.6,"NVDD":0.6,"DIPS":0.6,"NVDG":0.6,"NVDS.UK":0.6,"SNDK":1.97,"3NVD.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDW":0.6},"content_text":"智通财经APP获悉，受益于存储芯片超级周期而一路飙升的闪迪(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构的入场无疑为这轮火箭式上涨投下了一道长长的阴影。“英伟达有护城河，闪迪卖的是大宗商品”香橼在社交媒体平台X上发布的帖子中直言不讳地表示：“市场正在像定价英伟达(NVDA.US)一样定价闪迪。但有一个问题：英伟达拥有护城河，而闪迪销售的是一种大宗商品。”这则评论直指闪迪商业模式的核心脆弱性——其产品NAND闪存的强周期性。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。他们援引历史经验警告称：“我们在2008年、2012年、2018年都见过这一幕。这次不会有什么不同。存储芯片是一个周期性行业，而周期总会见顶。”香橼强调，NAND内存的供应短缺局面可能迅速逆转，甚至“在一次财报电话会议后就消失”。香橼将行业巨头三星电子(SSNLF.US)视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。该机构指出，三星拥有长达30年优先考虑市场份额而非利润的历史。“他们会等待像闪迪这样的纯制造商在50%的高毛利率上感到舒适，然后‘按下开关’，通过增加供应来挤压价格。”更紧迫的是，香橼观察到三星正在改变战术，直接侵入闪迪的核心领地。“三星刚刚告诉全世界，他们不会以低于50%毛利率的价格出售产品，并且正在将他们最好的芯片转移到与闪迪相同的高端固态硬盘市场。”Citron警告称，三星不再是仅仅凭借产能优势的“大猩猩”，他们正凭借更低价、更先进的技术去争夺闪迪的核心客户。重要股东减持引发更多疑虑除了行业竞争和周期因素，香橼还特别指出了另一关键信号：长期投资者西部数据(WDC.US)的持续减持。作为闪迪的前母公司，西部数据正在通过一系列二次发行剥离其剩余股份。香橼对此评论道：“当电视上的权威人士鼓噪着将散户投资者赶进‘牛市列车’时，长期投资者西部数据几天前却在比现价低25%的位置卖出了大量持股。问问自己为什么。因为他们知道周期正接近顶峰，他们不会等待钟声响起。”值得注意的是，就在Citron宣布做空的前不久，闪迪刚刚发布了一份远超华尔街预期的第二季度财报。得益于数据中心对企业级SSD的旺盛需求，公司营收实现了可观的环比增长，并给出了乐观的第三季度展望。这份强劲的业绩报告本已推动股价进一步走高，使得香橼的做空时机显得尤为意味深长。目前，闪迪正处在一个关键的转型期。随着西部数据的退出，公司正作为一家完全独立的实体，试图抓住AI和数据中心带来的NAND闪存需求增长机遇。然而，香橼的做空行动，无疑给这场“周期性与结构性增长”之间的市场辩论投下了重要一票。该公司下一份定于美东时间5月15日发布的第三季度财报，将成为检验市场信心和行业走向的下一个关键节点。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[{"id":536442617082808,"gmtCreate":1771988322552,"gmtModify":1771988325563,"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":8,"crmLevelSwitch":0,"wearingBadges":[],"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"htmlText":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","listText":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","text":"黄金也是大宗还不是涨？ 又不是说大宗去就不值钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536442617082808","repostId":2614451720,"repostType":2,"repost":{"id":"2614451720","kind":"news","pubTimestamp":1771983176,"share":"https://www.laohu8.com/m/news/2614451720?lang=zh_CN&edition=full","pubTime":"2026-02-25 09:32","market":"us","language":"zh","title":"香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！","url":"https://stock-news.laohu8.com/highlight/detail?id=2614451720","media":"智通财经","summary":"后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。香橼将行业巨头三星电子视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。目前，闪迪正处在一个关键的转型期。","content":"<html><body><p>智通财经APP获悉，受益于存储芯片超级周期而一路飙升的<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。</p><p>受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构的入场无疑为这轮火箭式上涨投下了一道长长的阴影。</p><p><strong>“<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>有护城河，闪迪卖的是大宗商品”</strong></p><p>香橼在社交媒体平台X上发布的帖子中直言不讳地表示：“市场正在像定价英伟达(NVDA.US)一样定价闪迪。但有一个问题：英伟达拥有护城河，而闪迪销售的是一种大宗商品。”这则评论直指闪迪商业模式的核心脆弱性——其产品NAND闪存的强周期性。</p><p>香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。他们援引历史经验警告称：“我们在2008年、2012年、2018年都见过这一幕。这次不会有什么不同。存储芯片是一个周期性行业，而周期总会见顶。”</p><p>香橼强调，NAND内存的供应短缺局面可能迅速逆转，甚至“在一次财报电话会议后就消失”。</p><p>香橼将行业巨头<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>(SSNLF.US)视为闪迪面临的最大威胁，并详细阐述了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>惯用的竞争策略。该机构指出，三星拥有长达30年优先考虑市场份额而非利润的历史。“他们会等待像闪迪这样的纯制造商在50%的高毛利率上感到舒适，然后‘按下开关’，通过增加供应来挤压价格。”</p><p>更紧迫的是，香橼观察到三星正在改变战术，直接侵入闪迪的核心领地。“三星刚刚告诉全世界，他们不会以低于50%毛利率的价格出售产品，并且正在将他们最好的芯片转移到与闪迪相同的高端固态硬盘市场。”Citron警告称，三星不再是仅仅凭借产能优势的“大猩猩”，他们正凭借更低价、更先进的技术去争夺闪迪的核心客户。</p><p><strong>重要股东减持引发更多疑虑</strong></p><p>除了行业竞争和周期因素，香橼还特别指出了另一关键信号：长期投资者<a href=\"https://laohu8.com/S/WDC\">西部数据</a>(WDC.US)的持续减持。作为闪迪的前母公司，西部数据正在通过一系列二次发行剥离其剩余股份。</p><p>香橼对此评论道：“当电视上的权威人士鼓噪着将散户投资者赶进‘牛市列车’时，长期投资者西部数据几天前却在比现价低25%的位置卖出了大量持股。问问自己为什么。因为他们知道周期正接近顶峰，他们不会等待钟声响起。”</p><p><img src=\"https://img.zhitongcaijing.com/image/20260225/1771982604235786.png?x-oss-process=image/format,jpg/quality,q_60\" title=\"1771982604235786.png\"/></p><p>值得注意的是，就在Citron宣布做空的前不久，闪迪刚刚发布了一份远超华尔街预期的第二季度财报。得益于数据中心对企业级SSD的旺盛需求，公司营收实现了可观的环比增长，并给出了乐观的第三季度展望。这份强劲的业绩报告本已推动股价进一步走高，使得香橼的做空时机显得尤为意味深长。</p><p>目前，闪迪正处在一个关键的转型期。随着西部数据的退出，公司正作为一家完全独立的实体，试图抓住AI和数据中心带来的NAND闪存需求增长机遇。然而，香橼的做空行动，无疑给这场“周期性与结构性增长”之间的市场辩论投下了重要一票。该公司下一份定于美东时间5月15日发布的第三季度财报，将成为检验市场信心和行业走向的下一个关键节点。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n香橼狙击闪迪(SNDK.US)：当成英伟达(NVDA.US)来炒？别做梦了，你卖的只是大宗商品！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 09:32 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1406942.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，受益于存储芯片超级周期而一路飙升的闪迪(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1406942.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4614":"Manus概念股","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4598":"佩洛西持仓","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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INCOME AND GROWTH \"AMG\" (USD) INC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1406942.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2614451720","content_text":"智通财经APP获悉，受益于存储芯片超级周期而一路飙升的闪迪(SNDK.US)，在周二遭遇了来自知名做空机构香橼研究(Citron Research)的当头一棒。后者公开宣布已建立闪迪的空头头寸，并尖锐指出，市场对其股价的定价方式存在严重误判。受此消息影响，闪迪股价在周二盘中一度下跌近8%。尽管这一跌幅与其年内迄今约175%的惊人涨幅，以及过去一年超过1200%的累计回报相比显得微不足道，但做空机构的入场无疑为这轮火箭式上涨投下了一道长长的阴影。“英伟达有护城河，闪迪卖的是大宗商品”香橼在社交媒体平台X上发布的帖子中直言不讳地表示：“市场正在像定价英伟达(NVDA.US)一样定价闪迪。但有一个问题：英伟达拥有护城河，而闪迪销售的是一种大宗商品。”这则评论直指闪迪商业模式的核心脆弱性——其产品NAND闪存的强周期性。香橼认为，当前NAND闪存需求和价格的飙升是典型的周期性现象，而这一周期正在接近顶峰。他们援引历史经验警告称：“我们在2008年、2012年、2018年都见过这一幕。这次不会有什么不同。存储芯片是一个周期性行业，而周期总会见顶。”香橼强调，NAND内存的供应短缺局面可能迅速逆转，甚至“在一次财报电话会议后就消失”。香橼将行业巨头三星电子(SSNLF.US)视为闪迪面临的最大威胁，并详细阐述了三星惯用的竞争策略。该机构指出，三星拥有长达30年优先考虑市场份额而非利润的历史。“他们会等待像闪迪这样的纯制造商在50%的高毛利率上感到舒适，然后‘按下开关’，通过增加供应来挤压价格。”更紧迫的是，香橼观察到三星正在改变战术，直接侵入闪迪的核心领地。“三星刚刚告诉全世界，他们不会以低于50%毛利率的价格出售产品，并且正在将他们最好的芯片转移到与闪迪相同的高端固态硬盘市场。”Citron警告称，三星不再是仅仅凭借产能优势的“大猩猩”，他们正凭借更低价、更先进的技术去争夺闪迪的核心客户。重要股东减持引发更多疑虑除了行业竞争和周期因素，香橼还特别指出了另一关键信号：长期投资者西部数据(WDC.US)的持续减持。作为闪迪的前母公司，西部数据正在通过一系列二次发行剥离其剩余股份。香橼对此评论道：“当电视上的权威人士鼓噪着将散户投资者赶进‘牛市列车’时，长期投资者西部数据几天前却在比现价低25%的位置卖出了大量持股。问问自己为什么。因为他们知道周期正接近顶峰，他们不会等待钟声响起。”值得注意的是，就在Citron宣布做空的前不久，闪迪刚刚发布了一份远超华尔街预期的第二季度财报。得益于数据中心对企业级SSD的旺盛需求，公司营收实现了可观的环比增长，并给出了乐观的第三季度展望。这份强劲的业绩报告本已推动股价进一步走高，使得香橼的做空时机显得尤为意味深长。目前，闪迪正处在一个关键的转型期。随着西部数据的退出，公司正作为一家完全独立的实体，试图抓住AI和数据中心带来的NAND闪存需求增长机遇。然而，香橼的做空行动，无疑给这场“周期性与结构性增长”之间的市场辩论投下了重要一票。该公司下一份定于美东时间5月15日发布的第三季度财报，将成为检验市场信心和行业走向的下一个关键节点。","news_type":1,"symbols_score_info":{"NVDA":1.84,"NVDX":0.6,"ANV":0.6,"NVDY":0.6,"NVD":0.6,"NVDU":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDB":0.6,"NVDS":0.6,"NVDD":0.6,"DIPS":0.6,"NVDG":0.6,"NVDS.UK":0.6,"SNDK":1.97,"3NVD.UK":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"NVDQ":0.6,"NVIW.SI":0.6,"NVII":0.6,"NVDW":0.6}},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":1,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}