$SBI.HK 20_老虎社区_美港股上老虎 - 老虎社区

$SBI.HK 20261127 15.00 CALL$ 从客户结构睇，SanDisk 嘅数据中心收入（48 亿，占比 43.5%）高度集中喺云巨头。呢啲客户自己都喺资本开支周期入面——如果佢哋 2027 年 capex 放缓，SanDisk 嘅长协履约率就会打折。而消费端（PC/手机）已经出现需求疲软

晒晒更赚钱

晒晒你的盈亏单，秀秀虎友们的实力！

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