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柚子说
$SNDK 还是看好闪迪的
这个位置我坚持看📈
AI推理场景对大容量NAND闪存需求持续爆发，云厂商长期锁单，原厂优先把产能供给企业级存储，NAND合约价格持续上行，存储板块整体处于景气周期。闪迪已经和多家数据中心客户签订长期供货协议，公司指引2027财年营收会继续大幅增长，业绩预期向好。
#财报观察员：美光财报临近，AI存储需求成焦点
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