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财神的小弟
下跌核心原因
1. 业绩虽超预期（营收同比+378%），但市场担忧闪存价格后续回落、AI存储需求很难一直维持高增速
2. 同日英特尔暴跌带崩整个科技板块，风险偏好快速下行，高位存储股被集中抛售
3. 前期涨幅巨大，估值已经打满，利好落地后资金获利了结
抗单原因 : 存储报价企稳回升、AI云厂商追加长单 + 美债收益率下行 → 反弹修复，挑战1280上方压力
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