知名做空机构香橼:Sandisk没有护城河,供应短缺只是“幻象”!

芯智讯
Feb 26

近日,知名做空机构香橼(Citron Research)发布看空NAND Flash大厂Sandisk的言论,称Sandisk并没有“护城河”优势,导致其2月24日股价下跌超4%。香橼通过社交平台X指出,市场现在对SanDisk的定价,仿佛是它下一家英伟达。但该论点有个问题:英伟达拥有自己的护城河,Sandisk卖的却是大宗周期性商品(commodity)。香橼研究表示,2008、2012、...

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