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$SNDK 存储老将走的真弱，和海力士对比，它跌的幅度更大，走得步步沉重。
从2373.96开始下跌以来，经过一轮反弹后再度拐头向下，价格被均线死死压制，这是非常弱势的信号；
整个存储赛道，美光和海力士靠着HBM吃AI的红利，而闪迪的重心还是在NAND,企业级固态硬盘，高毛利的HBM很少；
主要还是受美债，加息，宏观情绪的影响，跟着下跌，跌多最多；
资金面撤退的时候，不要抱幻想能够走独立行情了，NAND现货价格如果能够拉升，也许它还能有一波反弹，否则尽快止损。
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