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← @hibtc37

$SNDK

BEARISH2026-07-28
Price around the call
↓ 2026-07-28
By horizonMaturing · ~21 trading days to go
1d
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5d
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21d
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Original post
37度 · 2026-07-28

$SNDK 暴跌20%!昨天长鑫火爆,我一直想有什么套利机会,影响什么标的,但今天我后知后觉,猛醒。 长鑫第一个要干废的就是中低端存储市场啊,尤其是以SNDK为代表的非高端存储。 技术门槛不高的工业标准品,并且是涨得最欢的。 至少,我说SNDK为代表的存储是周期股,应该没人质疑吧? 我打算在1105到1150接一波飞刀,做波反弹,然后在1450左右空,股神们,你怎么看?

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