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闪迪(SNDK)
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京城Z先生
·
04-05 17:38
美股实盘:回血不少,继续等待(20260405)
综述: 本周标普 500 指数 上涨 3.36%,我的实盘净值 上涨 6.87%。 2026 年内标普 500 指数 下跌 3.84%,2026 年内我的实盘净值 上涨 37.09%(年初净值为2.20,本周净值3.01)。 图片 交易: 无 持仓:
$英伟达(NVDA)$
13.2%,
$闪迪(SNDK)$
24.5%,
$纽曼矿业(NEM)$
19.9%,SBSW 9.0%,现金/美债 33.4%。 有四舍五入,且一般不记录低于1%的迷你仓和短线投机操作。 复盘: 连续两周没有交易了,原因是一样的,在这个十字路口,要做的是见势不妙随时清仓,以及局势全面TACO直接右侧追进去,这两条路二选一,但这周依旧信号不明朗,所以只能继续躺。 虽然人在躺平,但是账号回血不少,距离账户前高也不远了,其实就是短期大盘跌多了反弹而已,特师傅的存在,让市场的日常波动加剧,而我很少熬夜,导致美股做短线的动力很弱,只能通过持有高仓位的美债来作为防御。 目前的市场,基本就盯两件事:10年国债利率是不是超4.5;特师傅如何从中东撤退。 目前中东最新进展是美军飞行员也被抓了,郎子在X上直接发推挑衅,特师傅说救了,但...经常玩游戏的都知道,当一个无敌的NPC突然亮了血条,那么等待它只会有一个结局,所以这周尽管大幅反弹后市依然要谨慎。 --- 个股方面, 1、科技:NVDA/MRVL Marvell Technology宣布通过NVLink Fusion平台深度融入英伟达AI生态系统,双方将在硬件架构、网络解决方案及硅光子技术等领域展开全面协作。此次战略投资中,英伟达向
美股实盘:回血不少,继续等待(20260405)
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HankeHo
·
04-02
$闪迪(SNDK)$
650以下继续买入吗
$闪迪(SNDK)$
$闪迪(SNDK)$ 650以下继续买入吗$闪迪(SNDK)$
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1
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AaronHy
·
03-30
说一说现在的观点 1:美伊战争短期很难结束 2:存储会回调 美光 海力士 闪迪 3:cpu的股会涨 英特尔 amd 4:光通信现在很强 长飞光纤 lumentum 5:现在被套牢的很难操作 理性是平仓等时局稳定 6:不至于大衰退 纳指两万点有支撑 不过我认为这轮危机可能会跌穿两万点 7:躺平好好看个世界杯 行情预计要在六七月份开始 8:现在做股票+卖方期权备兑是个很好的策略 9:不要信什么买课卖课鉴股的 这行情巴菲特也要亏钱 只是可以做做对冲或者期权策略少亏 10:目前我自己全部投资三月亏10个点左右 今年亏3个点左右。 11:目前的想法 开一点存储的put
$闪迪(SNDK)$
保护
$英特尔(INTC)$
,
$极视角(06636)$
拿到100+,
$超微电脑(SMCI)$
不回30-35一股不卖。
说一说现在的观点 1:美伊战争短期很难结束 2:存储会回调 美光 海力士 闪迪 3:cpu的股会涨 英特尔 amd 4:光通信现在很强 长飞光纤 lume...
精彩
七风哥哥:
闪迪在上周末,在恐慌指数那么高的情况下都没大跌,我倾向于储存板块这周会反弹
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13
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润木生金
·
04-01
$闪迪(SNDK)$
美股里面如今最靠谱的就是它了,没有第二个,逢低买入,每次能吃上每股100美金左右的涨幅
$闪迪(SNDK)$ 美股里面如今最靠谱的就是它了,没有第二个,逢低买入,每次能吃上每股100美金左右的涨幅
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万亿火箭兵
·
03-31
3/31 美股抄底重点清单:3只弹性最大标的!
抄底三杰 1️⃣
$美光科技(MU)$
• 核心:存储周期龙头+HBM4量产,盈利弹性拉满 • 状态:五连阴超跌,单日重挫≈10% • 估值:动态PE≈9倍(历史低位) • 目标:机构看550美元 • 策略:急跌低吸|止损:今日低点-2% 2️⃣
$闪迪(SNDK)$
• 核心:NAND涨价受益,板块错杀标的 • 状态:单日跌7.04%,超跌修复预期强 • 基本面:2026年NAND价格有望大涨330% • 策略:企稳介入|止损:今日低点-2% 3️⃣
$博通(AVGO)$
• 核心:AI硬件核心,现金流+业绩双稳 • 状态:单日跌2.45%,估值修复弹性足 • 估值:PE≈55倍,成长股中偏低 • 策略:底仓配置|止损:-5% 总策略 弹性排序:MU>SNDK>AVGO 开盘盯前两只急跌反抽,局势缓和我会加仓AVGO,严格控制止损。
3/31 美股抄底重点清单:3只弹性最大标的!
精彩
YorkTurner:
抄底清单太赞了,我也准备冲一波!
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1
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3
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AaronHy
·
04-02
决胜四月此贴回答粉丝关心的问题
给粉丝一些个人想法 留言你的总持仓资金 盈利目标 现在的亏损或盈利 目前我两个号的持仓盈亏和大家分享一下 一年盈利两百万刀 长期关注的粉丝知道我这个号做单比较松浪 但是目标股和目标价判断的比较准确 目前今年没亏小赚 昨天决策有点失误 本身的计划和想法是今天特朗普早上会给利好!然后放假开火。 所以昨天晚上买了5千刀
$纳指100ETF(QQQ)$
和
$英特尔(INTC)$
还有
$特斯拉(TSLA)$
的末日call。 这个也是纯投机 错了就错了[笑哭] 我帖子基本是给结果 真喜欢研究技术分析的也可以留言 后面再开个帖子 比较擅长的几个票和研究的比较多的几个票大家说一下 1:英特尔 2:特斯拉 3:超微电脑 4:
$英伟达(NVDA)$
5:
$闪迪(SNDK)$
6:amd 7:长飞光纤 8:苹果 9:美国铝业 10:雪弗龙 11:原油黄金白银 12:sigma 不太研究大型科技公司及软件公司 微软 谷歌 亚马逊 figma meta palantir adobe c3等 不会也不研究的是 虚拟币 医药 游戏 旅游度假 可交流股票 期权 定息票据 etf 不交流期货 国债 外汇 只是个人想法供参考 点点关注 四月拿回三月失去的一切[开心]&
决胜四月此贴回答粉丝关心的问题
精彩
sunny day:
您好,目前2w刀,持仓crdo Nvdl 空仓九成,不知道该买什么,请问做长线到年底可以拿什么合适?感谢
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58
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16
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搞钱树
·
04-01
$闪迪(SNDK)$
不能因为跌了逻辑就变了,龙头也不是龙头了,看跌说跌要不得,sndk股价现在完全受原油走势影响
$闪迪(SNDK)$不能因为跌了逻辑就变了,龙头也不是龙头了,看跌说跌要不得,sndk股价现在完全受原油走势影响
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1
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帅气炀
·
03-31
$闪迪(SNDK)$
还好跑得快~
$闪迪(SNDK)$ 还好跑得快~
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6
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大果萝卜_2037
·
03-31
$闪迪(SNDK)$
对岸不掌握核心科技的达美乐,在恶劣的A股一季度业绩爆炸了。
$闪迪(SNDK)$ 对岸不掌握核心科技的达美乐,在恶劣的A股一季度业绩爆炸了。
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2
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TimothyX
·
03-31
对应到 $闪迪(SNDK)$ ,前期股价上涨本身就非常快。路透1月30日报道,Sandisk当时因AI带动的数据存储需求爆发、以及与Kioxia延长供应合作,给出远超预期的财测,股价单日大涨14.7%,1月累计涨幅约160%。也正因为前期涨幅过大,当前只要市场开始担心“高景气背后是否伴随更高投入、估值是否透支”,这类高弹性的存储股就更容易出现获利回吐。
对应到 $闪迪(SNDK)$ ,前期股价上涨本身就非常快。路透1月30日报道,Sandisk当时因AI带动的数据存储需求爆发、以及与Kioxia延长供应合...
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1
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公司概况
公司名称
闪迪
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.sandisk.com;investor.sandisk.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
闪迪公司于2024年2月5日在特拉华州注册成立。闪迪是基于NAND闪存技术的数据存储设备和解决方案的领先开发商、制造商和提供商。凭借差异化的创新引擎推动存储和半导体技术的进步,闪迪不断扩大产品组合为从学生、游戏玩家和家庭办公室到最大的企业和公共云的每个人提供强大的闪存解决方案,以捕获、保护、访问和转换日益多样化的数据。闪迪解决方案包括各种固态驱动器、嵌入式产品、可拆卸卡、通用串行总线驱动器以及晶圆和组件。
03-25
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-25
关联方拟减持公告
Form 144 | SanDisk董事 Miyuki Suzuki 拟减持3500股,总价约219.64万美元
Form 144 | SanDisk董事 Miyuki Suzuki 拟减持3500股,总价约219.64万美元
02-02
关联方拟减持公告
Form 144 | SANDISK 前关联方 MASSENGILL信托拟减持2000股,总价约133万美元
Form 144 | SANDISK 前关联方 MASSENGILL信托拟减持2000股,总价约133万美元
01-30
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
01-30
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
01-22
关联方拟减持公告
Form 144 | Sandisk Corporation前董事 Kimberly Alexy 拟减持1367股,总价约69万美元
Form 144 | Sandisk Corporation前董事 Kimberly Alexy 拟减持1367股,总价约69万美元
01-21
关联方拟减持公告
Form 144 | SANDISK 前任关联人 Massengill Living Trust 拟减持2000股,总价约98万美元
Form 144 | SANDISK 前任关联人 Massengill Living Trust 拟减持2000股,总价约98万美元
01-16
关联方拟减持公告
Form 144 | SANDISK 前董事 Kimberly Alexy 拟减持1737股,总价约73.9962万美元
Form 144 | SANDISK 前董事 Kimberly Alexy 拟减持1737股,总价约73.9962万美元
01-15
关联方拟减持公告
Form 144 | Sandisk Former Affiliate Massengill Living Trust 拟减持1000股,总价约42万美元
Form 144 | Sandisk Former Affiliate Massengill Living Trust 拟减持1000股,总价约42万美元
01-07
关联方拟减持公告
Form 144 | Sandisk前高管 Matthew Massengill 拟减持2000股,总价约69.38万美元
Form 144 | Sandisk前高管 Matthew Massengill 拟减持2000股,总价约69.38万美元
01-06
关联方拟减持公告
Form 144 | Sandisk Corporation 前关联人 Massengill 计划减持2816股,总价约95.3万美元
Form 144 | Sandisk Corporation 前关联人 Massengill 计划减持2816股,总价约95.3万美元
01-06
关联方拟减持公告
Form 144 | SANDISK CORPORATION 董事 Kimberly Alexy 拟减持3000股,总价约101万美元
Form 144 | SANDISK CORPORATION 董事 Kimberly Alexy 拟减持3000股,总价约101万美元
01-02
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-12-03
关联方拟减持公告
Form 144 | SANDISK CORPORATION 董事 Necip Sayiner 拟减持1271股,总价约24.8万美元
Form 144 | SANDISK CORPORATION 董事 Necip Sayiner 拟减持1271股,总价约24.8万美元
2025-11-26
关联方拟减持公告
Form 144 | SANDISK CORPORATION 前任关联人 Massengill Living Trust 拟减持2340股,总价约50.8万美元
Form 144 | SANDISK CORPORATION 前任关联人 Massengill Living Trust 拟减持2340股,总价约50.8万美元
分时
5日
日
周
月
数据加载中...
最高
707.31
今开
642.09
量比
0.88
最低
641.00
昨收
692.73
换手率
12.70%
热议股票
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