总觉得今晚要深度回调_老虎社区_美港股上老虎

总觉得今晚要深度回调一波。一是已经严重超买了，二是地缘政治问题，三是随着NAND涨价，美光随时可能撤回放弃NAND的决定。客户也不会无止境接受低端设备涨价，影响AI发展，肯定要找中国产品替代。 $SanDisk Corp(SNDK)$

花旗预估全球存储市场会进一步紧缺。供应链知情人士透露， $SanDisk Corp (SNDK.US)$ 已向部分下游客户提出了一项被业界称为“前所未闻”的合同形式：要求客户支付全额现金预付款，以锁定未来1至3年的供应配额。上周五，闪迪股价再度大涨13%，续创历史新高。【存储板块狂飙，现在还能买哪只个股？后市你还看好吗？】

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