SanDisk的计算公允价值为1662；该股今日下跌6%，因此约有11%至12%的上行空间，属于略微低估，但吸引力不及美光。由于SanDisk风险更高，需要比平常更大的安全边际，因此主要适合风险承受能力较强的投资者买入。
逐段跳播
我们有一些对半导体公司不利的消息，包括 Micron、SanDisk、SK Hynix、Samsung 等，所以，我想和大家分享这份公告的细节，以及它可能对一些竞争对手意味着什么，更具体地说，对 Micron 和 SanDisk 意味着什么。
We have some unfortunate news for semiconductor companies , including Micron, SanDisk, SK Hynix, Samsung, and others, So, I wanted to share with you the details of this announcement and what it might mean for some competitors , and more specifically for Micron and SanDisk.
当股价下跌时，这对这两家公司来说是一个买入机会吗？
Is this a buying opportunity for these two companies when the price drops?
所以，我也想在这个视频里提到 SanDisk，因为我已经有几周没有更新它的数据了，我借此机会更新了我对 SanDisk 的公允价值估算，并向投资者说明我是否也认为它是一个买入机会。
So, I wanted to mention SanDisk in this video as well because it's a company whose data I haven't updated in a few weeks, and I took this opportunity to update my fair value estimate for SanDisk and provide investors with an update on whether I think it's a buying opportunity as well.
我计算出 SanDisk 的公允价值为 1662。今天，该股下跌了 6%。因此，我认为 SanDisk 在这里有大约 11% 到 12% 的上涨空间。
I calculated the fair value of Sandisk at 1662. Today, the stock is down 6%. Therefore, I see an upside of about 11 to 12% here for SanDisk.
我对 SanDisk 没有像对 Micron 那么乐观。
I'm not as optimistic about SanDisk as I am about Micron.
可以说它有点被低估了，但这里的安全边际——我通常喜欢留出5%到10%的安全边际，而就 SanDisk 而言，我希望这个边际再大一点，因为它风险稍高一些。
You could say it's a little undervalued , but the margin of safety here, you know, I usually like to have a margin of safety of 5 to 10%, and in the case of SanDisk, I'd like it to be a little bigger because it's a bit riskier .
因此，我会说这似乎相当被低估，略低于其真实价值。当价格在这里下跌时，这是一个买入机会吗？当然，如果你是风险承受能力更强的投资者，并且真心为买入这只股票感到兴奋，那么是的，这可能是一个买入机会。
Therefore, I would say that this seems fairly undervalued to a little less than its true worth. Is this a buying opportunity when the price drops here? Certainly, if you are a more risk-tolerant investor and feel genuinely excited to get into this stock, then yes, it could be a buying opportunity.