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HongKong Doll_Crypto
#索尼Q2营业利润增长45%，上调全年业绩指引 SNDK 走弱，集中度风险正在兑现
集中度风险，是标的营收高度依赖少数下游买家，一旦客户收缩预算，订单会快速收缩。SNDK 和美光的核心销路集中在头部 AI 企业，这类企业盈利承压，正在砍减 AI 资本开支。
下游采购收缩会直接挤压存储厂商的收入预期，盘面提前计价这个变化，抛压随之出现。
翻查标的财报，查看它对 AI 客户的营收依赖占比，评估风险敞口。
$SNDK $BTC $ETH
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