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$SNDK 你们是不是都搞不懂为什么闪迪会跌啊？我给你们说说吧，就是头部Ai公司的利润太低了，然后头部的这些Ai公司都在削减自己的Ai资本开支，闪迪美光最大的客户是谁呢？毫无疑问是现在这些搞Ai的公司啊，现在这些头部公司都在削减自己的Ai资本开支那我问你，你闪迪跟美光的产品卖给谁？产品卖少了是不是销售额就下降了？销售额下降了是不是就要提前抢跑了？
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