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谛尘
02-25
闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点
跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%
谛尘
01-12
DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格
谛尘
2025-06-03
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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","SNDK":"闪迪","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614709551","content_text":"快科技2月25日消息，知名做空机构香橼资本（Citron Research）高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，不愿坐等警钟敲响。\"随后香橼指出NAND行业难以摆脱的周期性问题，其提到2008年、2012年、2018年存储市场均上演过类似戏码，而这次也没什么不同。香橼表示：“目前的供应短缺只是暂时现象，因为当前产能已经达到了2018年峰值的两倍。这种短缺不过是供应方面的假象，它在一次财报电话会议中就可能消失。”另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。目前所谓的供应紧张，仅仅是因为三星另一条生产线暂时性的良率问题，这种红利随时会耗尽。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。","news_type":1,"symbols_score_info":{"SNDK":0.9}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520933144495488,"gmtCreate":1768202203785,"gmtModify":1768202350314,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548403517784032","idStr":"3548403517784032"},"themes":[],"htmlText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","listText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","text":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520933144495488","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000356","authorId":"9000000000000356","name":"WadeKellogg","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000356","idStr":"9000000000000356"},"content":"是啊，U盘白菜价了，内存条也跌得惨。","text":"是啊，U盘白菜价了，内存条也跌得惨。","html":"是啊，U盘白菜价了，内存条也跌得惨。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441718502035680,"gmtCreate":1748880068072,"gmtModify":1748880112380,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548403517784032","idStr":"3548403517784032"},"themes":[],"htmlText":"<a 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成人搜索不可取代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/441718502035680","isVote":1,"tweetType":1,"viewCount":970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":536582377125232,"gmtCreate":1772022446352,"gmtModify":1772023667360,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548403517784032","idStr":"3548403517784032"},"themes":[],"title":"","htmlText":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","listText":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","text":"闪迪的确不行，高端争不过韩国佬，希捷还是挺好的，你把他打下来吧，我想多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536582377125232","repostId":"2614709551","repostType":2,"repost":{"id":"2614709551","kind":"news","pubTimestamp":1772006830,"share":"https://www.laohu8.com/m/news/2614709551?lang=zh_CN&edition=full","pubTime":"2026-02-25 16:07","market":"us","language":"zh","title":"跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=2614709551","media":"快科技","summary":"快科技2月25日消息，知名做空机构香橼资本 高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。","content":"<html><body><article><p>快科技2月25日消息，<strong>知名做空机构香橼资本（Citron Research）高调宣布持有<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>空头头寸，闪迪股价一度大跌超8%。</strong></p><p>同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。</p><p>香橼首先抛出内部人撤退信号，长期投资者<a href=\"https://laohu8.com/S/WDC\">西部数据</a>近期以低于<span>市价</span>25%的价格，大举减持闪迪股份。</p><p><strong>其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，不愿坐等警钟敲响。\"</strong></p><p>随后香橼指出NAND行业难以摆脱的周期性问题，其提到2008年、2012年、2018年存储市场均上演过类似戏码，而这次也没什么不同。</p><p><strong>香橼表示：“目前的供应短缺只是暂时现象，因为当前产能已经达到了2018年峰值的两倍。这种短缺不过是供应方面的假象，它在一次财报电话会议中就可能消失。”</strong></p><p>另外香橼还强调了来自<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的竞争，三星近期宣布不<span>销售毛利率</span>低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。</p><p>目前所谓的供应紧张，仅仅是因为三星另一条生产线暂时性的良率问题，这种红利随时会耗尽。</p><p>香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260225161728892d206l483qnr6zrl\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>跑不赢就亏！机构喊话存储芯片周期马上到顶：闪迪一度跳水超8%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4170":"电脑硬件、储存设备及电脑周边","SNDK":"闪迪","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260225161732a4c6626b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2614709551","content_text":"快科技2月25日消息，知名做空机构香橼资本（Citron Research）高调宣布持有闪迪空头头寸，闪迪股价一度大跌超8%。同时香橼详细阐述了三条看空逻辑，直指NAND行业难以摆脱的周期性宿命。香橼首先抛出内部人撤退信号，长期投资者西部数据近期以低于市价25%的价格，大举减持闪迪股份。其表示：\"当电视评论员拍桌子催散户进场时，长期投资者已折价抛售，折价幅度达到25%，因为他们知道周期即将见顶，不愿坐等警钟敲响。\"随后香橼指出NAND行业难以摆脱的周期性问题，其提到2008年、2012年、2018年存储市场均上演过类似戏码，而这次也没什么不同。香橼表示：“目前的供应短缺只是暂时现象，因为当前产能已经达到了2018年峰值的两倍。这种短缺不过是供应方面的假象，它在一次财报电话会议中就可能消失。”另外香橼还强调了来自三星的竞争，三星近期宣布不销售毛利率低于50%的产品，并将最优芯片推向闪迪赖以生存的高端SSD市场，以更低价格、更新技术抢夺核心客户。目前所谓的供应紧张，仅仅是因为三星另一条生产线暂时性的良率问题，这种红利随时会耗尽。香橼最后总结称，做空闪迪是顺势而为，等到市场周期恢复正常，其股价将跌至更低。","news_type":1,"symbols_score_info":{"SNDK":0.9}},"isVote":1,"tweetType":1,"viewCount":16,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520933144495488,"gmtCreate":1768202203785,"gmtModify":1768202350314,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548403517784032","idStr":"3548403517784032"},"themes":[],"htmlText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","listText":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","text":"DRAM是内存哥们，你说的那个是SSD或HDD，用户消费级的硬盘很多都有卖的，国内有海康威视，国外的有三星，西部数据，希捷，东芝，用户的消费级的不值钱，你看现在8gb的u盘和很多年前比的价格","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/520933144495488","isVote":1,"tweetType":1,"viewCount":1175,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000356","authorId":"9000000000000356","name":"WadeKellogg","avatar":"https://static.tigerbbs.com/0c5f20005843fcfdee4fc28ff79506cf","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000356","idStr":"9000000000000356"},"content":"是啊，U盘白菜价了，内存条也跌得惨。","text":"是啊，U盘白菜价了，内存条也跌得惨。","html":"是啊，U盘白菜价了，内存条也跌得惨。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":441718502035680,"gmtCreate":1748880068072,"gmtModify":1748880112380,"author":{"id":"3548403517784032","authorId":"3548403517784032","name":"谛尘","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548403517784032","idStr":"3548403517784032"},"themes":[],"htmlText":"<a 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