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亿的亿点点
📌 SNDK闪迪财报前瞻
财报时间：10月30日凌晨04:30（北京时间）
▪️ 当期营收、EPS：大概率达标，预期概率75%-80%
▪️ 下一季指引（行情关键）：给到海力士同级别的强指引概率偏低，约45%
▪️ 重点逻辑：海力士带起整个存储板块，预期已经提前打满。历史上出现过“业绩超预期，但指引平淡，财报后回落”的案例。
▪️ 盘面小观察：当前多头持仓拥挤，兑现压力需要留意。
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