$SNDK · Meet Kevin · 2026-11-09
自夏天以来一直看空存储的他，现在认为买入是合理的，因为它们便宜；SanDisk 已大幅暴跌。包含 SanDisk 的一篮子标的看起来合理，相比存储股他更看好 SanDisk 和 Seagate 一些，因为预计 NAND 闪存的短缺程度会超过存储产能的扩张。
逐段跳播
很想听听你对 SanDisk 和 Micron 的看法。说实话，我从夏天以来一直看空存储，但我觉得现在已经到了开始买入它们说得通的时候了，因为它们已经变得便宜了。
curious to hear your thoughts on SanDisk and Micron. Honestly, I'm I like I've been a bear on memory since the summer, but I think we're getting to the point where it makes sense to start buying them. like they've gotten cheap.
我的意思是，你在 SanDisk 上看到的是一次巨大的暴跌，对吧？
I mean, this is a massive collapse that you've seen over here on SanDisk, right?
买一篮子这类股票似乎挺合理。就像如果我是个拿着复活节篮子的小孩，我会说：“对，我要挑一点 Seagate、Micron、SanDisk、SK Hanks。”
A basket of these seems reasonable. Like if I was a little kid with an Easter basket, I'd be like, "Yep, I'll pick up a little Seagate and Micron, SanDisk, SK Hanks."
其实我比存储更看好 Seagate 和 SanDisk 一点，因为我觉得 NAND 闪存会比我们看到的存储扩产更短缺。
I actually like Seagate and SanDisk a little bit more than memory because I feel like NAND flash is going to be in shortage more so than the ramp up we're seeing in memory.
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