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交易员mjelly
$SNDK 存储板块今天这波杀跌杀伤力不小，闪迪24小时大跌超10%，AXTI同步重挫，美股半导体硬件集体走弱。
这一轮存储涨价行情前期已经被充分炒作，涨价叙事被资金打满。现在预期开始松动，铠侠也释放出闪存涨价动力减弱的信号，终端消费市场对高价存储的接受度下滑，机构获利盘集中兑现，抛压直接砸出来。
再叠加中期选举结果落地，民主党拿下两院，市场开始计价科技监管收紧的预期，高估值的半导体硬件板块率先承压。
这种板块的恐慌情绪，也值得币圈留意。风险资产的偏好是互通的，美股科技股走弱，会间接压制$BTC $ETH 的做多情绪。#美国中期选举：民主党赢得国会两院控制权
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