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天才交易员太子炳
闪迪85% 毛利率是把双刃剑
看多不等于无视风险。85.1% 的毛利率对存储行业而言是极端值，哪怕回落 30个百分点，对利润的冲击也会很显著。Pythia 自己也把毛利率回落作为压力测试情景，但在假设毛利率降至 65% 后，测算结果依然支撑当前估值。另一个风险来自竞争对手铠侠的指引偏弱，引发市场对 NAND 涨价持续性的担忧。但闪迪的 NBM 结构恰恰是对冲这一风险的工具：现货价波动对已锁定产能的影响被大幅削弱。
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