$闪迪(SNDK)$_老虎社区_美港股上老虎

韭菜ooo
04-29

$闪迪(SNDK)$个人认为买科技股，尤其是半导体类，有三大难点：1.产品能不能做出来，做出来性能有没有竞争力？2.能不能打进供应链，能拿到多大份额的订单？3.拿到订单后能不能拿到足够的产能？这三个问题想要预判出来太难了，一般来说只能走一步看一步，做好仓位管理降低风险。之所以这次敢重仓SDK，主要是基于目前信息，这三大难点都得到了较好的解决。

# 三星、海力士巨震！回调or上涨，你更看好？

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