Post
和绅
$SNDK 存储板块崩 → 它跟跌 → 没有指数基金必须买它 → 跌得比铠侠深，回得比铠侠慢。
唯一能救它的是比价效应：铠侠和闪迪是全球唯二的NAND寡头，铠侠被资金强行托高，闪迪的估值会被动跟着抬。但这层关系是“影子”，不是“地板”。影子会晃，地板不会。
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