Post

gouzero
gouzero
需求叙事从“训练”切向“推理”，短期基本面兑现近乎无可挑剔；但市场正在提前定价两件事——2027年NAND供需可能转向宽松，以及当前盈利水平在周期意义上的可持续性。#闪迪存储业务高增长能否延续？
SNDKUSDTPerp20xSellClosed
Trade
Realized PnL
-17.27
-101.07%
Entry price1,340.90Exit price1,398.20
Snapshot at Oct 27, 2026, 23:16
23:16 · 10/27/26·6.75K views·Posted on OKX Orbit

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