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主流山寨先锋-老刘
$SNDK 1500关口已泄洪，1400能撑多久？
从盘面走势来看目前已经不算是单纯的技术性回调了，更像是财报公布前资金开始离场避险！
这轮下跌的关键，是市场开始重新评估存储行业的盈利高点，而不只是担心某一条消息面。
反转的关键看AI数据中心需求及NAND价格和利润率足够稳健，盘面才会出现较强修复。
日间不是关键战场，盘面的暂时止跌会吸引抄底资金进场，且右侧有大批清算可以顺势轻多#半导体板块集中抛售，韩国KOSPI跌超6% $ZEC
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