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比特币子棋
比特币子棋
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问个问题:SNDK SKHY 高位放利好,为了啥? 我认为:SKHY的回购能托住板块预期,但还不足以让SNDK马上恢复单边主升,反弹之后,存储股更可能进入高位震荡,个股也会进一步分化。 SNDK此前追加140亿美元回购授权,随后公布高增长、高利润率和现金回报目标,SKHY则推出约286亿美元回购,计划在三个月内执行,并注销约3.3%的股份。 两家公司都在股价大涨、市场开始担心AI投入能否持续时释放回购利好,市场会把它理解为一种表态:公司愿意拿真金白银稳定估值,也对未来现金流有信心。 不过回购不是万能药。 它可以减少流通股、增厚每股价值,却解决不了美债收益率高企、AI资本开支放缓和存储价格见顶这些风险。 两只股票里,我更看好SKHY的中期承接。 它有HBM订单、实际现金流和明确的回购计划,支撑更扎实。SNDK更多受益于板块映射和NAND价格预期,涨起来弹性更大,情绪退潮时也更容易冲高回落。 SKHY更像在给板块托底,SNDK则负责放大波动。 存储行情还不能说结束,但最好赚的那一段可能已经过去了,接下来股价还能不能涨,不能只看回购规模,还要看订单、价格和利润能否继续兑现。
比特币子棋
比特币子棋
Just now, SKHY from Hynix and SNDK from SanDisk surged sharply. Did you guys not react in time? The shorts must be buzzing in their heads. Don't worry, let's analyze it! A violent rebound of nearly 10% within an hour! This round of storage stock rebound was directly catalyzed by SKHY. The company plans to spend about 40 trillion KRW to repurchase and cancel approximately 24.07 million shares, accounting for about 3.3% of the total shares, and at the same time promises to use at least 50% of the cumulative free cash flow from 2025 to 2027 for shareholder returns. SKHY dares to expand production while simultaneously deploying huge funds for buybacks, indicating that management believes HBM and DRAM can continue to generate cash flow. In other words, the storage market is at least not as bad as the market previously feared, and funds then spread this logic to MU, WDC, and SNDK. Next, we only look at the strength and weakness boundaries of the two stocks respectively: SKHY targets $150. If it holds and then retakes $165 to $170, the target is $180, then $190 to $195 previous highs; breaking below $149 to $150 means the buyback can only buffer the decline and is not enough to reverse market expectations. SNDK targets $1650 and $1750. Breaking through $1750 gives a chance to test $1800 to $1830; with volume and steady hold above $1830, the main uptrend is considered restored. Conversely, breaking below $1650 indicates this rise is still more of an oversold rebound, and losing $1600 means a second pullback should be guarded against. $SNDK $SKHY

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