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诸葛投研✊
诸葛投研✊
Influential Creator
$xSNDK 昨天再涨 11%，现在是整条存储链的旗手了。产能往美国搬的趋势，正在给它添新柴。 1. 新催化：Reuters 报$SKHYNIX 海力士旗下 Solidigm 考虑在美建 NAND 厂。NAND 板块集体暴动，闪迪领涨。 2. 订单厚度：NBM 长约最低合同收入近 940 亿美元——不是故事，是写进合同的数字。 3. 投机温度上升：周一21号标普100 纳入生效，指数基金按规则买入的钱明天进场。4100 万美元的短天期 call 在成交，分析师均值目标 2124。 提醒一句，纳入生效日经常是卖事实日，被动买盘通常提前抢跑，明天小心冲高回落。
SNDK+0.41%
$xSNDK+0.44%
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21:11 · 09/19/26·10.75K views·Posted on OKX Orbit
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