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恶霸猪皮丶创作者奖励战神
$SNDK 闪迪（SNDK）一季度营收同比大涨 378%，同时给出的二季度业绩指引高于市场预期；公司还公布 1 拆 8 的拆股方案，股票预计自 11 月 20 日起以拆分后的价格进行交易。即便利好密集落地，该股在 10 月 30 日收盘仍大跌 13.47%。在此之前，闪迪年内涨幅已经接近 460%，美光、西部数据等存储板块标的同步走弱。当前市场的核心分歧在于：存储赛道的高增长预期是否已经充分计入估值，后续的盈利水平能否支撑当下高昂的股价。
#闪迪MSCI调仓生效，NAND估值受关注
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