异动解读|2倍做多SNDK ETF-Tradr夜盘下跌8.51%,NAND涨价见顶预期叠加获利回吐持续压制

行情直击
Sep 14

9月14日,2倍做多SNDK ETF-Tradr夜盘下跌8.51%,报13.9美元,成交额49.34万美元。该ETF为闪迪的2倍杠杆做多产品,底层标的闪迪同日夜盘下跌约3.94%,跌幅经杠杆放大。

消息面上,铠侠CEO太田裕雄此前公开表示NAND"价格已涨够了",并指示销售团队不再向数据中心客户大幅提价,直接压制存储芯片持续涨价预期,与高盛看多存储板块的研报形成多空对峙。太田裕雄认为,若价格继续失控上涨,将反噬AI投资意愿,进而冲击整体内存市场长期成长。

闪迪股价年初至今累计涨幅已逾400%,曾于6月下旬触及2350美元高点,上周存储板块整体走弱,闪迪连续三个交易日收跌,密集获利盘抛压与短期NAND涨价见顶预期交织,令股价持续承压。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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