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亏了卖币（互动）
$SNDK 闪迪：反弹有了，确认还差一步
闪迪在1200支撑有效后确实走出反弹，但今晚盘面不算强：1280附近刚触及便回落至1230一线，短线阻力较周五1300—1320区间继续下移。横向对比海力士、英特尔、美光，后两者已接近上周反弹高点，而闪迪此前回撤更深、修复更慢，相对弱势较明显。基本面仍在提示“价值不止于此”，但技术面与宏观情绪尚未给出同步确认，形成典型背离。10.29盘后财报将成为多空摊牌时刻，落地前不确定性偏高，任何方向的重仓都带有较强博弈成分。操作上，若短线阻力始终站不稳，仓位偏重者宜先降低暴露，等待财报落地与阻力突破的明确信号。#本周将公布10月FOMC利率决议 #SK海力士Q3财报在即，HBM4能否提振盈利？ #美伊讨论霍尔木兹开放方案，油价回落
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