
Post
六月雪
$SNDK
闪迪10月30日单日暴跌13.5%,11月2日再跌3.6%,距6月18日高点2354美元已腰斩过半。
这轮下跌杀的是估值不是基本面:谷歌自由现金流转负、亚马逊现金流恶化、英特尔指引崩塌,市场开始追问AI千亿资本开支何时回本。闪迪分拆一年多累涨近2800%,业绩再好也挡不住获利了结。存储是AI链里最顺周期的一环,弹性最大、摔得也最狠。

26K vol
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
$74,471.4+0.01%
ETH/USDTEthereum
$2,092.07+0.01%
SOL/USDTSolana
$85.4+0.01%
Today’s market buzz
1#After the US October CPI exceeded expectations, AI stocks and crypto trends diverged

2#Goldman Sachs predicts Anthropic's revenue will exceed $600 billion by 2030


3#NebiusAI cloud business rapid growth faces earnings report test

