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讲戒识
$SNDK 谁都没想到,明明财报、拆股、回购全都给足利好,下午 Sandisk 直接一波往下砸。说白了就是典型的“利好兑现”,前面已经涨了一大截,一堆埋伏的资金趁着消息落地直接落袋,再加上有机构下调目标价,叠加整个科技板块集体走弱,直接把价格给压下来了,连带整个存储板块一起跟着跳水,做空吃了一口,也直接把我的xp allin一下玩玩哈哈😄
放到币圈这边也很好懂:冷钱包、节点存档全都要靠存储,如果这一波是大家开始担心存储周期会不会到顶,后面不光是芯片股,加密基建这一条线也容易跟着被牵连。
给个思路:这种下跌不一定代表故事直接死掉,更多是高位把过热情绪降温。别急着硬扛或者抄,先看看能不能守住关键支撑;如果后面存储报价、云厂商订单继续稳住,才有机会再拉回来,要是一路破位,那这轮行情就得多等等了。


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PositionNo | 416.41 shares
Current PnL12.49 xp
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