Post

比特币子棋
比特币子棋
Influential Creator
Show original
刚才 海力士 SKHY和闪迪SNDK暴涨,你们是不是没反应过来?做空的脑袋瓜子嗡嗡的吧,别急,我们来分析一下! 一个小时暴力反弹近10%!这轮存储股反弹,直接催化来自SKHY。 公司计划斥资约40万亿韩元,回购并注销约2407万股,占总股本约3.3%,同时承诺,2025至2027年将至少50%的累计自由现金流用于股东回报。 SKHY敢一边扩产,一边拿出巨额资金回购,说明管理层认为HBM和DRAM还能持续产生现金流。 换句话说,存储景气至少没有市场此前担心的那么差,资金随后把这套逻辑扩散到MU、WDC和SNDK。 后面只看两只股票各自的强弱分界: SKHY看150美元。 守住后重新站上165至170美元,目标看180美元,再看190至195美元前高;跌破149至150美元,说明回购只能缓冲跌势,还不足以扭转市场预期。 SNDK看1650和1750美元。 突破1750美元,才有机会再试1800至1830美元;放量站稳1830美元,主升行情才算恢复。 反过来,跌破1650美元说明这轮上涨仍偏向超跌修复,1600美元失守则要防二次回踩。$SNDK $SKHY
比特币子棋
比特币子棋
#闪迪回落逾9%,存储估值分歧加剧 The fundamentals of SNDK have not deteriorated; this is a triple cooldown from valuation, profit-taking, and US stock liquidity after a continuous surge. Combining yesterday's analysis, SNDK has as expected retraced to the strong support zone of 1550-1600 where sentiment has cooled. As long as SNDK holds $1500, the mid-term uptrend structure remains intact. At this level, previous short positions can consider taking profits, with caution as the priority, while waiting for a right-side test opportunity. Last night’s large bearish candle just returned to the upper edge of the previous dense chip area. What needs to be verified here is whether the original resistance can turn into support. Currently, it looks more like profit-taking and chip rotation after a rapid rise, with no clear typical top structure yet. Going forward, focus on three key levels: $1600: The boundary between bulls and bears. Holding this level only stops the decline; only a rebound above $1680–$1700 confirms the start of a rally. $1500: Trend stop-loss. A 4-hour close below this level means the top-bottom reversal fails and the mid-term bullish logic is invalidated. As for $1420–$1450, although there is trendline support, it should be observed again and not mechanically averaged down. So my plan is: wait for stabilization signals between $1550 and $1600, try small positions; use $1500 as logical stop-loss; consider adding positions only after reclaiming $1700. This is not the time to heavily bet on a reversal, nor is it necessary to declare the trend over just because of one large bearish candle. First, see if $1600 can hold, then let the price give the answer. $SNDK $BTC

Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more

Replies

No comments yet. Be the first to reply!