nisyigg
08-06
$西部数据(WDC)$
$希捷科技(STX)$
不扩产靠涨价提升业绩应该也快到头了，总不能无限涨价比SSD还贵吧？
$闪迪(SNDK)$
扩产产能还没落地再加上HBF还能幻想下，大家谨慎扩产+AI不炸后面一两年业绩还能大幅上涨的空间，我继续慢慢加仓
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