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AU萧沐涵
$SNDK 还要跌到多少？港股存储今天异动挺猛：南方两倍做多SK海力士ETF（07709.HK）盘中跳涨近18%，南方两倍做多三星电子ETF（07747.HK）涨超15%，带动港股存储板块同步跟涨。
韩系存储是全球内存风向标，
OKX（11点左右）：MU 913（-0.25%）、SNDK 1394（+0.64%）、CXMT 6.12（-0.54%）——**链上三个基本没跟**。韩系两只还是2倍杠杆ETF，+15~18%对应正股约+8~9%
更像首尔本地的空头回补/回购终止超跌修复，不是全球存储重新定价。
今晚美股开盘就下杀。这真的不是先跌再涨吗？#闪迪MSCI调仓生效，NAND估值受关注
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