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赚够10U.就睡觉
SNDK（闪迪）是全球NAND闪存龙头，业务聚焦SSD与企业级存储。受益于AI服务器需求增长与原厂减产，NAND价格企稳回升，毛利率明显修复；消费电子需求与库存去化节奏仍是主要变量。短线关注价格周期与季度指引，回调留意支撑。 $SNDK
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