$闪迪(SNDK)$_老虎社区_美港股上老虎

$闪迪(SNDK)$ 你在跌什么？？？？？

闪迪 -1.90%、美光 -2.64%、SK海力士 -2.31%，昨日齐飙的存储链今日集体回吐。美光最大生产基地因 83 个月欠薪面临罢工，供给端扰动升温；同时其股价已高于 GF Value 逾 50%，获利了结压力显现。SeekingAlpha 仍称闪迪"便宜得没道理"、看多 HBM 超级周期。这轮存储行情是真周期中继，还是又一次冲高回落？

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