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和绅
和绅
$SNDK 存储股现在涨的不是AI，是涨价。 DRAM合约价连涨六个季度，Q4还要再涨10~15%，NAND涨15~20%。 但这轮周期的对手盘不是英伟达，是5.2%的美债收益率和107美元的油。 一个在给你利润，一个在抽你的估值。 还是低估$SKHYNIX
$SNDK+2.41%
SNXX+4.85%
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18:04 · 09/30/26·6.17K views·Posted on OKX Orbit
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