tiger wing
03-24

Worth reading 

@TimothyX：
對應到 $閃迪(SNDK)$ ，這類高波動、高彈性的科技股更容易受到利率預期壓制。雖然Sandisk年初曾因AI帶動的存儲需求、以及與Kioxia的長期供應協議而大幅走強，路透1月底還報道其財測遠超預期、股價單日飆升近15%；但在當前“油價高位、收益率上行、科技股整體回調”的環境下，前期漲幅較大的存儲鏈個股也更容易面臨獲利回吐和估值壓縮。
對應到 $閃迪(SNDK)$ ，這類高波動、高彈性的科技股更容易受到利率預期壓制。雖然Sandisk年初曾因AI帶動的存儲需求、以及與Kioxia的長期供應協議而大幅走強，路透1月底還報道其財測遠超預期、股價單日飆升近15%；但在當前“油價高位、收益率上行、科技股整體回調”的環境下，前期漲幅較大的存儲鏈個股也更容易面臨獲利回吐和估值壓縮。

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