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SanDisk（SNDK）财报发布后首个完整交易日会上涨吗？
SanDisk (SNDK) will report its new fiscal quarter results after the U.S. market closes on October 29. According to the forecast market in the image, 76% of the funds are betting that its performance will exceed expectations.
On the surface, the logic seems very smooth. Demand for AI data centers is still expanding, NAND flash prices are also rising, and the company’s own revenue guidance is between $10.3 billion and $10.8 billion.
But I have to pour cold water on this for everyone. A 76%
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#闪迪存储业务高增长能否延续？
SanDisk (SNDK) will report its new fiscal quarter results after the U.S. market closes on October 29. According to the forecast market in the image, 76% of the funds are betting that its performance will exceed expectations.
On the surface, the logic seems very smooth. Demand for AI data centers is still expanding, NAND flash prices are also rising, and the company’s own revenue guidance is between $10.3 billion and $10.8 billion.
But I have to pour cold water on this for everyone. A 76% betting ratio means expectations are already extremely full; this hand is almost an open card. At times like this, the market is not really looking at how much you sold last quarter, but whether your guidance for the next quarter can continue to explode. Haven’t there been plenty of bloody examples in the tech earnings seasons these past few months? Previously, Western Digital’s performance exceeded expectations and guidance was good, yet the stock price still fell. As soon as SanDisk’s guidance hints even slightly at profit margin peaking or NAND price increases slowing, this 76% of funds will turn into the main force smashing the stock, and a stampede could happen at any time.
The semiconductor sector is the global tech stock barometer. This earnings report will have a very direct impact on our broader market. If the earnings beat expectations and the market can withstand selling pressure to move upward, tech stock sentiment can stabilize, and BTC can also breathe a sigh of relief. But if the performance is outstanding and the stock price is directly smashed down, it means Wall Street’s valuation logic for AI hardware has changed. Then BTC will definitely be drained of liquidity, and selling pressure above will be extremely heavy.
$SNDK $XSNDK
SanDisk（SNDK）财报发布后首个完整交易日会上涨吗？46K vol
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