🐦 推特SerenityV1 · 实盘没法做把握 8/10
北京时间·🕒 发布 03-25 19:02:26时区推断·⟳ 抓取 06-03 23:05:49回填·⚡ 决策 06-17 23:57:25·131.8 天前
推文称 SNDK 斥资逾 10 亿美元入股南亚科技
📄 原文Serenity↗ 原文
Woah Nanya was my long earlier in the year... Did not expect $SNDK to take a $1B+ stake in it just now. Fact that Sandi…
不做 SNDK.US
SNDK (SanDisk) 已于 2016 年被西部数据 (WDC) 收购并退市，当前无此股票代码，无法交易。推文作者可能误用旧 ticker 指代 WDC 或未上市的铠侠 (Kioxia)，需核实实际投资主体后再定。
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Woah Nanya was my long earlier in the year...
Did not expect $SNDK to take a $1B+ stake in it just now.
Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought.
Massive implications for others like Macronix + other TW companies.
Or... $SNDK just has too much money from NAND price hiking and needed somewhere to spend it?
Did not expect $SNDK to take a $1B+ stake in it just now.
Fact that Sandisk is taking stakes in companies like Nanya, means bottleneck in legacy memory might be bigger / more underpriced than marketes thought.
Massive implications for others like Macronix + other TW companies.
Or... $SNDK just has too much money from NAND price hiking and needed somewhere to spend it?
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