· 供应链分析
涉及标的： $SNDK
据《证券日报》报道，“三星电子(005930)据报道将在第二季度将其NAND闪存(NAND Flash)供应价格翻倍”。 三星（以及可能跟随的$SNDK和SK海力士）的NAND涨价幅度几乎是某些分析师预期的20倍，是其他分析师预期的2-4倍。 根据法国巴黎银行(BNP Paribas)分析师3月的笔记，他们预测NAND在Q2环比增长5%。 据ITJungle：“行业分析师预计Q2较Q1上涨20%至50%，Q3上涨5%至15%，Q4上涨5%至10%。” 麦格理(Macquarie)对SK海力士约1905亿美元营业利润的激进预测开始看起来更有道理了。 这对存储公司的影响是惊人的。
"Samsung Electronics (005930) will reportedly double its NAND Flash supply price in the second quarter" - Sedaily The price hike of NAND from Samsung (and likely $SNDK + SK Hynix following) is almost 20 times some analyst expectations and 2-4X others. Per BNP Paribas Analyst note in March, they projected for NAND: a 5% Q/Q increase in CQ2 Per ITJungle: "The industry analysts have Q2 up over Q1 in a range of 20 percent to 50 percent, and Q3 at 5 percent to 15 percent, with Q4 up 5 percent to 10 percent" Macquarie's wild SK Hynix ~$190.5 billion operating income projections is starting to look a little more reasonable. The implications for memory companies is crazy.