$闪迪(SNDK)$_老虎社区_美港股上老虎 - 老虎社区

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不要给我谈梦想
07-14

$闪迪(SNDK)$ 各大存储芯片厂商已经宣布扩产，产能最多到明年就会兑现。

加上受到中国低价芯片的冲击。

目前剩余的缺货窗口期，可能也只到今年年底。

前期涨的好多倍股价，是透支未来好几年的产量。

所以存储芯片，未来已经没有大涨的空间。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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单名一个狠
·07-15
你以为是织布啊晶圆厂产线一年就能量产
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wenqiaoYU
·07-15
不一定吧
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- 不要给我谈梦想:
  短期内还会有反弹，比如8月财报，但是为了庄家出货。
  只有存储厂商宣布缩减产能，ai云厂商宣布上资本开资。
  分析师放出看多研报，散户、短线新手看到利好进场抄底；巨额筹码大资金正好借市场多头情绪分批出货。
  07-15
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