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星期天-77
讲个事实:
闪迪周四收在1,260.93美元,一天跌8.5%,今年的涨幅还剩约430%。
跌的原因指向整个存储板块:美光、西数同日也跌了约6%,市场在担心长鑫扩产和AI开支。
闪迪市盈率不到19倍,说明市场不是在担心今年的业绩,而是在赌"周期还能撑多久"。
10月29日财报前,它交易的是这个问题,不是数字。
#闪迪财报前夕,HBF与存储紧缺引发热议 $SNDK


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