中文翻译
对于 $SNDK 来说，这可能只是宏观因素，尤其是如果要求预付未来三年的款项的话 lol “自2025年下半年以来，NAND 合约价格已多轮翻倍，据报道过去六个月累计涨幅高达500%。此前，美国 NAND 制造商 SanDisk 要求下游客户全额预付以锁定未来一到三年的供应。”
· 个股论点
NAND价格暴涨，SanDisk要求预付锁定供应。
涉及标的： $SNDK
英文原文
Might just be macro for $SNDK especially if there’s prepayment for three years ahead lol “Since the second half of 2025, NAND contract prices have doubled in multiple rounds, with cumulative increases reportedly reaching as high as 500% over the past six months. Earlier, U.S.-based NAND manufacturer SanDisk required downstream customers to prepay in full to secure supply for the next one to three years”