Post
幼稚猪
闪迪又涨了。9月4日收涨11.9%，最近五个交易日累涨约21%。市场在定价三季度NAND合约价上涨10%到15%，似乎没人在意涨价速度正在放缓，也没人在意五年后产能要翻倍。
闪迪与铠侠宣布2032年前在日本联合投资超过310亿美元扩建NAND产能，北上新厂目标2029财年量产。韩国央行表示，三星和SK海力士到2028年投产的新工厂将使韩国月晶圆产能增加约60万片。需求在走强，涨价在延续，但龙头已经在为五年后下注。这轮存储行情定价的是眼下的缺货，还是三年后的供给，答案正在浮现。当产能翻倍的预期被市场充分消化时，周期顶部的信号会比大多数人想象中更早到来。1888空单逻辑清晰，方向没变，节奏在变。$SNDK
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$77,872.7+0.00%
ETH/USDTEthereum
$2,291.77+0.00%
SOL/USDTSolana
$93.58+0.00%
Today’s market buzz
1#U.S. midterm election voting day, has BTC already priced in a Democratic victory?
Hot
2#Apple's new CEO receives the first report card for iPhone 18
3#Palantir Earnings Preview: Can High Growth Support a High Valuation
