المنشور

#财报观察员：AI基建财报接力登场 OKX now allows direct access to company data; just click in, no need for VPN. $SNDK SanDisk's data is basically a money printing machine. ROE 72.65%, total asset return 50.79%, earnings per share $73.76, P/E ratio 18.62. The money is really being made, and made aggressively. Price-to-book ratio 12.93, the market is willing to pay a 13x premium for its net assets, indicating recognition that this profit pace can continue. But the stock price has dropped from a high of 2354 to 1362; the market does acknowledge it’s making money but is waiting for proof it "can keep making more." Tonight’s investor day will cover four things—HBF commercialization timeline, BiCS10 3D NAND technology, SSD capacity expansion, and long-term supply contracts. The market is waiting for a signal: where exactly is the ceiling.