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空格键-自由猫(LCat)
明明财报业绩大超预期，闪迪却盘中大幅跳水，这反差直接看懵不少人。导火索是下季度营收指引不及市场的高期待，即便拿出百亿回购，依旧挡不住获利盘出逃。前期AI存储把股价炒得火热，资金已经把涨价的乐观预期打满。市场开始担忧，后续大厂扩产，闪存高价景气度能否延续。业绩好看不代表股价就涨，周期股最怕预期落空。你觉得这次是短期回调，还是存储超级周期要降温？$SNDK
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