个人中心 - 老虎社区

谛尘

IP属地：江苏

帖子 · 4帖子 · 4
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- 谛尘谛尘
  ·03-16
  快跑
  非常抱歉，此主贴已删除
  114 评论
  1
  分享
  举报
- 谛尘谛尘
  ·02-25
  闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点
  跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%
  快科技2月25日消息，知名做空机构香橼资本高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。
  跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%
  193 评论
  1
  分享
  举报
- 谛尘谛尘
  ·01-12
  DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格
  1,678 1
  1
  分享
  举报
- 谛尘谛尘
  ·2025-06-03
  $谷歌A(GOOGL)$ 成人搜索不可取代
  1,349 评论
  2
  分享
  举报

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3548403517784032","uuid":"3548403517784032","gmtCreate":1585309495390,"gmtModify":1585309495390,"name":"谛尘","pinyin":"dcdichen","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":4,"tweetSize":4,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":1,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":3,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":543158171259304,"gmtCreate":1773632544316,"gmtModify":1773632661323,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548403517784032","authorIdStr":"3548403517784032"},"themes":[],"title":"","htmlText":"快跑","listText":"快跑","text":"快跑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543158171259304","repostId":"1175959423","repostType":2,"isVote":1,"tweetType":1,"viewCount":114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536582377125232,"gmtCreate":1772022446352,"gmtModify":1772023667360,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548403517784032","authorIdStr":"3548403517784032"},"themes":[],"title":"","htmlText":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","listText":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","text":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536582377125232","repostId":"2614709551","repostType":2,"repost":{"id":"2614709551","kind":"news","pubTimestamp":1772006830,"share":"https://www.laohu8.com/m/news/2614709551?lang=zh_CN&edition=full","pubTime":"2026-02-25 16:07","market":"us","language":"zh","title":"跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614709551","media":"快科技","summary":"快科技2月25日消息，知名做空机构香橼资本 高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。","content":"<html><body><article><p>快科技2月25日消息，<strong>知名做空机构香橼资本（Citron Research）高调宣布持有<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>空头头寸，闪迪股价一度大跌超8%。</strong></p><p>同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。</p><p>香橼首先抛出内部人撤退信号，长期投资者<a href=\"https://laohu8.com/S/WDC\">西部数据</a>近期以低于<span>市价</span>25%的价格，大举减持闪迪股份。</p><p><strong>其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，不愿坐等警钟敲响。\"</strong></p><p>随后香橼指出NAND行业难以摆脱的周期性问题，其提到2008年、2012年、2018年存储市场均上演过类似戏码，而这次也没什么不同。</p><p><strong>香橼表示：“目前的供应短缺只是暂时现象，因为当前产能已经达到了2018年峰值的两倍。这种短缺不过是供应方面的假象，它在一次财报电话会议中就可能消失。”</strong></p><p>另外香橼还强调了来自<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的竞争，三星近期宣布不<span>销售毛利率</span>低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。</p><p>目前所谓的供应紧张，仅仅是因为三星另一条生产线暂时性的良率问题，这种红利随时会耗尽。</p><p>香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260225161728892d206l483qnr6zrl\"/></article></body></html>","source":"tencent","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>跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%</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跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-25 16:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月25日消息，知名做空机构香橼资本（Citron Research）高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","BK4170":"电脑硬件、储存设备及电脑周边","SNDK":"闪迪"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614709551","content_text":"快科技2月25日消息，知名做空机构香橼资本（Citron Research）高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，不愿坐等警钟敲响。\"随后香橼指出NAND行业难以摆脱的周期性问题，其提到2008年、2012年、2018年存储市场均上演过类似戏码，而这次也没什么不同。香橼表示：“目前的供应短缺只是暂时现象，因为当前产能已经达到了2018年峰值的两倍。这种短缺不过是供应方面的假象，它在一次财报电话会议中就可能消失。”另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。目前所谓的供应紧张，仅仅是因为三星另一条生产线暂时性的良率问题，这种红利随时会耗尽。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。","news_type":1,"symbols_score_info":{"SNDK":0.9}},"isVote":1,"tweetType":1,"viewCount":193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520933144495488,"gmtCreate":1768202203785,"gmtModify":1768202350314,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548403517784032","authorIdStr":"3548403517784032"},"themes":[],"title":"","htmlText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","listText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","text":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520933144495488","isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000356","authorId":"9000000000000356","name":"WadeKellogg","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000356","authorIdStr":"9000000000000356"},"content":"是啊，U盘白菜价了，内存条也跌得惨。","text":"是啊，U盘白菜价了，内存条也跌得惨。","html":"是啊，U盘白菜价了，内存条也跌得惨。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441718502035680,"gmtCreate":1748880068072,"gmtModify":1748880112380,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548403517784032","authorIdStr":"3548403517784032"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>成人搜索不可取代","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>成人搜索不可取代","text":"$谷歌A(GOOGL)$ 成人搜索不可取代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441718502035680","isVote":1,"tweetType":1,"viewCount":1349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}