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木头姐888
$SNDK 闪迪这一刀砍得真狠,24小时直接砸下去10%以上,AXTI同样跌超10%,美股半导体硬件今天全线飘绿。$BTC $ETH
核心问题还是存储这轮炒得太满。前期涨价故事讲得太顺,现在边际预期一松动,机构的获利盘就集体出来兑现了。连铠侠那边都在释放信号,闪存涨价动能正在减弱,消费端对高价已经开始抵触。
再加上中期选举结果落地,民主党拿下两院,科技监管趋严的预期立刻升温,估值偏高的半导体硬件首当其冲挨打。#美国中期选举:民主党赢得国会两院控制权
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