$STX · Meet Kevin · 2026-11-09
说话者比存储股更看好 Seagate，因为他预计 NAND 闪存短缺的影响会超过存储产能的扩张；鉴于 Seagate 及存储同行低于 200 日均线且“极低”，他表示可以买入一小部分或一篮子。
逐段跳播
还有 SanDisk 和 SKH Highix，或者甚至 Seagate。
SanDisk and SKH Highix as well. Uh or even Seagate.
买一篮子这类股票似乎挺合理。就像我小时候拿着复活节篮子，我会说：“对，我要挑一点 Seagate 和 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."
其实我比内存更看好 Seagate 和 SanDisk 一点，因为我觉得 NAND 闪存的短缺程度会超过我们在内存上看到的这波增长。
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.
你有这个，你有 Seagate、SKH Highex、SanDisk 和 Micron。它们全部，全部都低于200日移动平均线。低于、低于、低于、低于。全部都是。SKHX 其实还没有200日移动平均线，但它们现在全都非常低。
我有点觉得你可以买一点，你可以把所有这些都买一篮子。
You know, you've got this, you've got Seagate, SKH Highex, uh, SanDisk, and Micron. All of them, all of them are below their 200 day moving average. Below, below, below, below.
All of them. SKHX doesn't actually have a 200 day moving average yet, but all of them are dirt low right now. I I kind of think you could buy a slice. You can buy a basket of all of these.