豁出去了，之前一直觉_老虎社区_美港股上老虎

豁出去了，之前一直觉得涨高了不敢买，结果它根本就不回调。这次咬咬牙，我也得跟上，打死也不想再错过 $SanDisk Corp(SNDK)$

周二，美股存储芯片板块大幅上涨，闪迪股价大涨近10%，创下历史新高，使其今年迄今的涨幅达到约90%，美光科技盘中一度上涨5%，西部数据一度攀升逾3%，希捷科技一度涨超2%。这三家公司的股价均在周二盘中刷新历史新高。花旗一口气上调了对多家存储芯片公司的目标价，其中将闪迪目标股价从280美元大幅上调至490美元，上调幅度高达75%。【大幅飙涨下，大家觉得是该止盈，还是继续追？】

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精彩评论

没有人比我更懂韭菜
01-20 18:00
没有人比我更懂韭菜
闪迪的周期性极强...他卖的是大宗商品
- 没有人比我更懂韭菜回复三藏大法师:
  最好是自己做功课…闪迪主要收入依然来自卖闪存产品…这部分随着现在的闪存超级周期起飞盈利爆表…不过一旦周期反转了跌起来也没底…顺便闪迪现在有一个野心叫hbf 打算用这个去抢美光三星的hbm市场…下半年出样本如果这个东西被市场或者被nvda认可了…估值会重新改写如果没过….现在的价格包括了不少hbf的期权在里面至于大宗商品…因为不是技术门口特别高…所以就和金属之类商品一样随供需波动大如果门槛也就护城河高…波动就小稳定的多我个人能力有限错了不要喷[害羞]
- 叁陆玖:
  怎么理解这里的大宗商品
- 三藏大法师:
  那应该怎么操作比较好

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