$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$个人认为买科技股，尤其是半导体类，有三大难点：1.产品能不能做出来，做出来性能有没有竞争力？2.能不能打进供应链，能拿到多大份额的订单？3.拿到订单后能不能拿到足够的产能？这三个问题想要预判出来太难了，一般来说只能走一步看一步，做好仓位管理降低风险。之所以这次敢重仓SDK，主要是基于目前信息，这三大难点都得到了较好的解决。

三星、海力士巨震！回调or上涨，你更看好？

周一韩国股市巨震，当前韩国KOSPI指数转涨，扭转了此前4.7%的跌幅；权重股三星电子涨超4%，SK海力士涨1.5%。港股方面，南方两倍做多三星电子现拉升涨近4%。【大涨后的调整，大家觉得三星、海力士现在企稳了吗？还能否“追高”？】

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