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二次元峰哥
二次元峰哥
$SNDK #闪迪存储涨价传闻释放做多信号？ 两边都在说“周期回暖”，其实需求端改善并没有想象中扎实。😅 利好消息轮番渲染，市场却被存储复苏故事推得股价不断走高。 渠道端传出闪存芯片报价上调，机构接连上调目标价，卖方反复强调AI服务器扩容拉动存储需求。但终端消费市场需求平淡，大厂扩产计划还在持续，新增供给的压力悬在头顶。 消息一出，短线资金跟风进场博弈周期反转，$SNDK顺势往上拱，一路冲高刷新阶段高点。 但消费端需求没有实质爆发，库存消化进度缓慢，涨价随时会止步。 存储行业向来是涨得快、跌起来更猛，本轮涨价更多是厂商控产带来的短期扰动，距离真正的全面供需反转还有很长距离。😮‍💨
$SNDK+3.15%
SNXX+6.13%
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22:10 · 09/24/26·3.06K views·Posted on OKX Orbit
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