Everything Money 对 $SNDK 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Morning Star共 1 条
2026-10-01看跌
《3 Stocks to Buy & (3 Stocks to Sell) Before October Ends》Morning Star
SNDK为卖出标的;由大宗存储芯片价格临时飙升驱动的增长不可持续。

现在,各位,我们从Morning Star推荐卖出的第一只股票是SanDisk。它的数据看起来几乎不真实。营收增长了372%,毛利率高达84%,而一年前仅为26%。各位,毛利率意味着他们每多卖出一件产品,每收入一美元,其中84美分直接进入税前净利润,扣除一般费用之前。与一年前相比,这个比例是26%。这是巨大的。

And now, folks, the first stock we recommend selling from Morning Star is SanDisk. Its figures seem almost unreal. Revenues rose by 372% with a staggering gross margin of 84%, up from just 26% a year ago.

Guys, gross margin means that for every additional unit they sell, and for every dollar that comes in, 84 cents of that goes directly into net profit before taxes and general expenses.

Compared to a year ago, the percentage was 26%. This is enormous.