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Crypto鱼鱼于
#闪迪存储业务高增长能否延续？
SNDK的长期AI存储叙事没有被证伪，但当前价位的博弈性质已经改变——市场不再为“增长”定价，而是在为“增长的加速度是否足够”定价。
方向偏空，但只在“开盘确认弱势”之后右侧执行；做空是财报事件驱动的短线表达，不是对AI存储长期叙事的否定。
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