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Sui hg
IP属地：江苏
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Sui hg
Sui hg
·
07-01
$闪迪(SNDK)$
有病吧？涨一天，跌一天
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1
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5
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Sui hg
Sui hg
·
06-04
$Tradr 2X Long SNDK Daily ETF(SNXX)$
为啥没有2倍闪迪的比例了？
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665
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1
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Sui hg
Sui hg
·
05-26
$闪迪(SNDK)$
市盈率不到50倍就有人喊贵？ 市面上市盈率100多的一大把
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513
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2
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Sui hg
Sui hg
·
05-13
$闪迪(SNDK)$
这两天美光比闪迪强势
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1,070
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1
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3
编组 21备份 2
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Sui hg
Sui hg
·
05-13
这种屁话逻辑谁都懂，涨价不就是供需关系吗？
道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转
5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。
道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转
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编组 21备份 2
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Sui hg
Sui hg
·
05-09
过去的旧经验看待现在的新事物。老古董思维
迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰
金吾财讯 | 著名投资者迈克尔伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk股价飙升 3960%，大幅超越 20 世纪 90 年代末高通在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。
迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰
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编组 21备份 2
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Sui hg
Sui hg
·
05-08
$闪迪(SNDK)$
目标价2000
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1,040
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2
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Sui hg
Sui hg
·
05-08
明显故意做空
异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%
闪迪今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。
异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%
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555
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Sui hg
Sui hg
·
04-17
$闪迪(SNDK)$
20号纳入指数，会被动被配置。必将大涨
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2,483
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3
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1
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Sui hg
Sui hg
·
02-19
没啥好跟的
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这两天美光比闪迪强势","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/563793726699280","isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561649565466203","authorId":"3561649565466203","name":"Huan娱","avatar":"https://static.tigerbbs.com/f1f0e6d86680b202c05ed56a4c11e9bb","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3561649565466203","idStr":"3561649565466203"},"content":"按照前瞻PE看美光更被低估","text":"按照前瞻PE看美光更被低估","html":"按照前瞻PE看美光更被低估"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563581336000056,"gmtCreate":1778627462045,"gmtModify":1778635984533,"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui 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22:52","market":"us","language":"zh","title":"道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转","url":"https://stock-news.laohu8.com/highlight/detail?id=2634248216","media":"21世纪经济报道","summary":"5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。","content":"<div>\n<p>5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605123734868735.html\">网页链接</a>\n\n</div>\n","source":"stock_eastmoney","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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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道指深夜下挫340点，存储芯片股重挫，闪迪跌超8%，美联储降息预期逆转\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 22:52 北京时间 <a href=http://finance.eastmoney.com/a/202605123734868735.html><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202605123734868735.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":{"TLT":"20+年以上美国国债ETF-iShares","UBT":"债券20+美国债-ProShares两倍做多","MUB":"美国市政债ETF-iShares","UUP":"美元ETF-PowerShares DB","MINT":"PIMCO Enhanced Short Maturity Exchange-Traded Fund","VOO":"Vanguard标普500ETF","KBE":"银行指数ETF-SPDR KBW","TIP":"通胀债券指数ETF-iShares Barclays","SNDK":"闪迪","DBND":"DoubleLine Opportunistic Bond ETF","IEI":"iShares Barclays 3-7 Year Trea","FTXL":"First Trust Nasdaq Semiconductor ETF","SPY":"标普500ETF","TMF":"3倍做多20年期以上国债ETF-Direxion","EDV":"美国延期国债ETF-Vanguard","JPST":"JPMorgan Ultra-Short Income ETF","SKRE":"TUTTLE CAPITAL DAILY 2X INVERSE REGIONAL BANKS ETF","SHV":"美国短期国债ETF-iShares","VCSH":"美国短期公司债-Vanguard","TYO":"3倍做空7-10年期国债ETF-Direxion","HYG":"债券指数ETF-iShares 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ETF"},"source_url":"http://finance.eastmoney.com/a/202605123734868735.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634248216","content_text":"5月12日，美国三大股指集体低开，截至22:00，道琼斯指数跌超343点，跌幅近0.7%，标普500指数跌0.5%，纳斯达克综合指数跌超0.7%。黄金跌破4700美元/盎司，国际油价集体走高。消息面上，美国CPI数据超市场预期，美联储降息再遭“泼冷水”。 芯片股普跌，费城半导体指数跌3.8%，闪迪跌超8%，高通跌超7%，安森美半导体跌超5%，英特尔、格芯、应用材料、美光科技、西部数据跌约4%，阿斯麦、希捷科技跌超3%。 英伟达股价一度冲高近2%，再创历史新高，已连续5个交易日上涨，最新总市值达到5.37万亿美元。据证券时报报道，业内消息人士透露，英伟达已与ODM合作伙伴敲定Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。首批客户名单涵盖微软、谷歌、亚马逊、Meta和甲骨文。 以2025年以来的最大涨幅来看，闪迪、美光科技区间最大涨幅均超过10倍。目前业内已出现审慎声音。LS证券分析师Jung Woo-sung提出了一个关键警示：存储芯片价格继续上涨，将同时发挥“正面催化剂”和“风险因素”的双重作用，可能导致整机厂商的BOM成本增加、大型科技公司折旧费用上升等。当前存储市场的火热，主要依托于少数科技巨头的AI投资行为，“一旦这些科技巨头的资本开支节奏生变，存储芯片市场随时可能面临需求侧的剧烈波动。” 光通信板块集体回调。Lumentum、Credo、康宁跌超4%，Coherent跌超3%。 多只黄金矿业股下跌，安哥拉黄金跌超4%，哈莫尼黄金、和谐黄金、纽蒙特、金罗斯黄金跌超2%。消息面上，国际金银价走弱，现货黄金跌破4700美元/盎司，现货白银跌超1%。 其他个股方面，量子计算公司Quantum Computing股价一度飙近42%。“SpaceX概念基金”Destiny Tech100大跌超22%。运动服装巨头安德玛一度跌超20%，公司2026财年营收同比下降4%。 热门中概股多数下跌，纳斯达克中国金龙指数跌超1%。中国医药控股有限公司跌超24%，香颂国际跌近10%，虎牙跌近9%，金山云、联掌门户、迅雷跌约5%，盘前大涨超5%的腾讯音乐跌0.9%。上涨方面，有道涨6%，网易、优信涨超1%。 国际原油快速拉升，WTI原油日内最高涨超4%，布伦特原油向上触及106美元/桶，截至发稿涨超3.5%。摩根士丹利预测，若霍尔木兹海峡迟迟不开，国际油价可能会涨至150美元/桶。 晚间，备受关注的美国CPI数据发布。据央视新闻报道，当地时间5月12日，美国劳工统计局公布数据显示，美国4月CPI同比增长3.8%，核心CPI同比增长2.8%，均高于市场预期。 据证券时报报道，市场对美联储政策预期的定价发生逆转。市场普遍预计美联储全年将保持利率不变。与此同时，候任美联储主席凯文·沃什则主张降低利率，但物价持续走高让其立场再次变得模糊。如果沃什顺利获得提名当选新一任美联储主席，其声明中的政策倾向将至关重要。（文章来源：21世纪经济报道）","news_type":1,"symbols_score_info":{"HYG":1.5,"SCHO":1.5,"SHV":1.5,"TLTW":1.5,"VGIT":1.5,"TYO":1.5,"TLH":1.5,"CNAV":1.5,"US12M.BOND":1.5,"PBDC":1.5,"GOVT":1.5,"VOO":1.5,"NGHT":1.5,"MUB":1.5,"AGG":1.5,"KBE":1.5,"TLT":1.5,"UUP":1.5,"US6M.BOND":1.5,"BND":1.5,"FTXL":1.5,"DBND":1.5,"SHY":1.5,"IEI":1.5,"TIP":1.5,"VGSH":1.5,"TBIL":1.5,"SNDK":1.5,"USHY":1.5,"VGLT":1.5,"PTF":1.5,"GBIL":1.5,"UBT":1.5,"US2Y.BOND":1.5,"US30Y.BOND":1.5,"FAZ":1.5,"US10Y.BOND":1.5,"TMF":1.5,"MINT":1.5,"JPST":1.5,"US7Y.BOND":1.5,"IEF":1.5,"BIL":1.5,"SKRE":1.5,"SPY":1.5,"VCIT":1.5,"BOXX":1.5,"EDV":1.5,"VCSH":1.5,"UDN":1.5}},"isVote":1,"tweetType":1,"viewCount":381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562082480104416,"gmtCreate":1778258868343,"gmtModify":1778258870762,"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui hg","avatar":"https://static.tigerbbs.com/558222a2f0c6dae1702da9191c76d534","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481289999103242","idStr":"3481289999103242"},"themes":[],"title":"","htmlText":"过去的旧经验看待现在的新事物。老古董思维","listText":"过去的旧经验看待现在的新事物。老古董思维","text":"过去的旧经验看待现在的新事物。老古董思维","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562082480104416","repostId":"2633012527","repostType":2,"repost":{"id":"2633012527","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1778163865,"share":"https://www.laohu8.com/m/news/2633012527?lang=zh_CN&edition=full","pubTime":"2026-05-07 22:24","market":"sh","language":"zh","title":"迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰","url":"https://stock-news.laohu8.com/highlight/detail?id=2633012527","media":"金吾财讯","summary":"金吾财讯 | 著名投资者迈克尔伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk股价飙升 3960%，大幅超越 20 世纪 90 年代末高通在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。","content":"<html><body><p>金吾财讯 | 著名投资者迈克尔・伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。</p><p>伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk（SNDK）股价飙升 3960%，大幅超越 20 世纪 90 年代末<a href=\"https://laohu8.com/S/QCOM\">高通</a>（QCOM）在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。讽刺的是，SNDK 在 1999 年互联网泡沫时期就已是表现第二好的股票，当年涨幅达 581%。</p><p>不仅单只股票表现极端，整体顶级科技股涨势更甚。数据显示，1999 年纳斯达克 100 指数 Top10 股票平均回报率 559%，2000 年 3 月前一年升至 622%，而过去一年该榜单股票平均涨幅达 784%，伯里称当前环境比 90 年代末更极端。</p><p>目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。截至 2026 年 5 月，SNDK 年内涨幅 493.98%，高通涨幅 12.58%，均跑赢同期纳斯达克综合指数 11.20% 的涨幅。</p></body></html>","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>迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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迈克尔・伯里警示科技股涨势 称其远超互联网泡沫巅峰\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-07 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 著名投资者迈克尔・伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。</p><p>伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk（SNDK）股价飙升 3960%，大幅超越 20 世纪 90 年代末<a href=\"https://laohu8.com/S/QCOM\">高通</a>（QCOM）在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。讽刺的是，SNDK 在 1999 年互联网泡沫时期就已是表现第二好的股票，当年涨幅达 581%。</p><p>不仅单只股票表现极端，整体顶级科技股涨势更甚。数据显示，1999 年纳斯达克 100 指数 Top10 股票平均回报率 559%，2000 年 3 月前一年升至 622%，而过去一年该榜单股票平均涨幅达 784%，伯里称当前环境比 90 年代末更极端。</p><p>目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。截至 2026 年 5 月，SNDK 年内涨幅 493.98%，高通涨幅 12.58%，均跑赢同期纳斯达克综合指数 11.20% 的涨幅。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/YzM0ZmE0OGYyYmI1ZTk0YjVmZmU4ZTU4MTIzMDA2MDU4MDg=.jpg","relate_stocks":{"SG9999002224.SGD":"Allianz Global High Payout SGD","BK4588":"碎股","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","BK4605":"半导体精选","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","SNXX":"Tradr 2X Long SNDK Daily ETF","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","SNDK":"闪迪","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","BK4598":"佩洛西持仓","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","IE00BVYPNQ40.USD":"GUINNESS ASIAN EQUITY INCOME \"C\" (USD) 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(LUX) AMERICAN \"AU\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC"},"source_url":"300151","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2633012527","content_text":"金吾财讯 | 著名投资者迈克尔・伯里近日对当前科技股涨势发出警告，指出纳斯达克 100 指数中表现最优的股票，涨幅已超越互联网泡沫巅峰时期的水平。伯里在社交平台分享 BTIG 和彭博数据显示，2025 年 5 月至 2026 年 5 月，SanDisk（SNDK）股价飙升 3960%，大幅超越 20 世纪 90 年代末高通（QCOM）在互联网泡沫时期创下的 2620% 峰值滚动 52 周回报率，差距达 1300 个基点。讽刺的是，SNDK 在 1999 年互联网泡沫时期就已是表现第二好的股票，当年涨幅达 581%。不仅单只股票表现极端，整体顶级科技股涨势更甚。数据显示，1999 年纳斯达克 100 指数 Top10 股票平均回报率 559%，2000 年 3 月前一年升至 622%，而过去一年该榜单股票平均涨幅达 784%，伯里称当前环境比 90 年代末更极端。目前纳斯达克持续高位攀升，伯里的警示也提醒市场，当前科技股创纪录涨势背后，隐藏着估值与企业运营的潜在风险。截至 2026 年 5 月，SNDK 年内涨幅 493.98%，高通涨幅 12.58%，均跑赢同期纳斯达克综合指数 11.20% 的涨幅。","news_type":1,"symbols_score_info":{"QCOM":1.87,"SNDK":1.96,"QCMU":0.6,"SNXX":0.6,".IXIC":1.89,"QCML":0.6,"HXC":1.89,"NDX":1.89,"QCMD":0.6}},"isVote":1,"tweetType":1,"viewCount":741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562049542203512,"gmtCreate":1778250908361,"gmtModify":1778250910029,"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui hg","avatar":"https://static.tigerbbs.com/558222a2f0c6dae1702da9191c76d534","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481289999103242","idStr":"3481289999103242"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 目标价2000","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 目标价2000","text":"$闪迪(SNDK)$ 目标价2000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562049542203512","isVote":1,"tweetType":1,"viewCount":1040,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561822032255056,"gmtCreate":1778195361490,"gmtModify":1778195364240,"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui hg","avatar":"https://static.tigerbbs.com/558222a2f0c6dae1702da9191c76d534","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3481289999103242","idStr":"3481289999103242"},"themes":[],"title":"","htmlText":"明显故意做空","listText":"明显故意做空","text":"明显故意做空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561822032255056","repostId":"1111141831","repostType":2,"repost":{"id":"1111141831","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1778179948,"share":"https://www.laohu8.com/m/news/1111141831?lang=zh_CN&edition=full","pubTime":"2026-05-08 02:52","market":"nz","language":"zh","title":"异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1111141831","media":"异动解读","summary":"闪迪今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。","content":"<p>闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。</p><p>此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。</p>","source":"ai_movement_cn","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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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异动解读 | 分析师质疑估值合理性叠加技术面超买，闪迪盘中大跌8.01%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-05-08 02:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。</p><p>消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。</p><p>此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDK":"闪迪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111141831","content_text":"闪迪(SNDK)今日盘中股价大跌8.01%，引起了市场的广泛关注。消息面上，此次下跌主要源于市场对其估值合理性的质疑以及技术性回调压力。知名分析师路易·杰拉德公开质疑闪迪的估值，认为其股价在一年内从33美元飙升至1406美元，基于AI叙事与供应紧张的逻辑已显荒谬。他指出，相较于同行美光科技，闪迪当前的估值溢价缺乏基本面支撑。现金流折现模型显示，计入2027年后价格正常化，其隐含目标价仅为372.42美元，较现价有约70%的下行空间。此外，闪迪推行的“新商业模式”被指存在核心缺陷，其长期协议采用浮动定价，无法抵御未来可能的价格下跌。与此同时，技术分析显示该股多项指标已处于“严重超买”状态，期权市场的看跌/看涨成交比也连续多日大于1，反映出市场情绪偏向谨慎或正在通过期权对冲风险。在股价经历过去一年的惊人涨幅后，部分投资者的获利了结行为也加剧了今日的抛售压力。","news_type":1,"symbols_score_info":{"SNDK":1}},"isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554591472238624,"gmtCreate":1776432954606,"gmtModify":1776432956839,"author":{"id":"3481289999103242","authorId":"3481289999103242","name":"Sui 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