$闪迪(SNDK)$_老虎社区_美港股上老虎

存储股上演深V反弹——闪迪今日暴涨25.99%、美光涨18.36%、SK海力士涨17.52%，两倍做多海力士07709狂飙57.57%、SOXL涨24.71%。Yahoo称"AI芯片错杀创造英伟达与美光的买点"，苹果亦坦言内存紧缺短期难消、暗示涨价延续。芯片全线回暖：AMD涨13%、英特尔涨11.30%、英伟达涨2.65%。但Michael Burry逆势加空NVDA与MU。这轮是黄金坑坐实，还是空头陷阱？

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