比推消息，知名做空机构香橼发布报告表示，闪迪的市场定价过高，类似于英伟达，但两者不同：英伟达拥有护城河，而闪迪销售的是商品化产品。Western Digital 几天前已大幅减持其持股，低于市场价 25%，显示资深投资者预见到内存周期即将触顶。历史数据显示，内存市场的周期性高峰在 2008、2012 和 2018 年均出现过，闪迪也难例外。
比推消息，知名做空机构香橼发布报告表示，闪迪的市场定价过高，类似于英伟达，但两者不同：英伟达拥有护城河，而闪迪销售的是商品化产品。Western Digital 几天前已大幅减持其持股，低于市场价 25%，显示资深投资者预见到内存周期即将触顶。历史数据显示，内存市场的周期性高峰在 2008、2012 和 2018 年均出现过，闪迪也难例外。
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