Post
BTC熊猫
SpaceX大涨点燃科技股热度，但存储赛道里的闪迪，潜在风险值得重视。它的核心闪存业务，本轮涨价更多是减产托价，不是下游需求爆发带来的。AI服务器存储增量大部分被高端存储厂商瓜分，闪迪的消费级存储占比偏高，弹性有限。一旦财报里营收、毛利率不及市场乐观预期，很容易迎来资金抛售。科技财报轮动不是普涨，有的标的接力，有的会借板块热度出货，闪迪就是我重点警惕利空的标的。#Strategy财报前瞻：BTC账面收益大幅反弹
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$74,014.5+0.00%
ETH/USDTEthereum
$2,062.78-0.01%
SOL/USDTSolana
$83.69-0.01%
Today’s market buzz
1#US CPI exceeds expectations, BTC falls below $74,000, liquidating over 200 million long positions
Hot
2#NebiusAI cloud business rapid growth faces earnings report test
3#Jensen Huang Involved in Chinese Spy Rumors and Controversy Over NVIDIA CEO's Future
