$闪迪(SNDK)$_老虎社区_美港股上老虎

沙漠追光大海逐风

02-11

$闪迪(SNDK)$算力需求增长太快，内存需求和英伟达基本上逻辑相似，但是内存的护城河方面确实是不如英伟达

存储涨价潮！近期回调能否给机会？

时隔一个月再度飙升，报道：三星电子Q1 DRAM价格涨幅从70%上调至100%。供需严重失调，Nand闪存一季度预计涨价90%。【存储板块近期回调，是否是上车时机？大家看好其后市发展吗？】

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