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$SNDK 第三种剧本兑现?
昨天美股开盘前的那波下跌其实就是诱空,让大家以为今天一定能跌下去,但美股开盘后,闪迪完美符合凯哥第三种剧本,拉爆空头,开盘放量突破1500,站稳1500后,凌晨英伟达财报出来再次冲高
昨晚英伟达给出的信息非常关键——2028财年营收预计增长约70%,远高于此前分析师44%的预期,而且公司表示实际需求增长已经超过70%,甚至接近100%
这意味着AI需求还没有结束,反而还在加速,而AI算力越往上走,对服务器、存储、数据中心的需求就越大,这也是为什么今天资金重新回到半导体、存储板块
闪迪作为储存板块的龙头之一,直接一扫颓势,把情绪彻底扭转,今天重点关注1500能不能站稳,站稳,我继续看强势延续;站不稳,再防冲高回落
英伟达给AI赛道重新点了一把火,闪迪这次到底能不能借势突破前高?接下来才是真正的看点!👇👇👇
进个人分析,不构成投资建议!
#财报观察员:英伟达超预期,软件收入开始兑现
Continuing from the previous blog post, after the U.S. stock market opens, Kai Ge personally believes there are three scenarios for $SNDK
Scenario 1: The market opens and pulls up to 1490–1500 but fails to hold above 1500. This is the situation I think requires caution.
If it first surges at the open, even touching above 1500, but the trading volume doesn't keep up and then quickly falls back below 1490, this pattern can easily turn into a false breakout followed by a decline. Especially since SNDK has recently undergone a significant correction from a high level, and market sentiment hasn't fully recovered. The single-day drop of over 6% on August 24 indicates that selling pressure above remains heavy.
In this case, I tend to think: resistance near 1500 → rebound failure → watch 1460 → possibly retesting previous lows again.
Scenario 2: The U.S. stock market opens and directly breaks below 1460, which actually calls for caution about acceleration.
Because the price has been consolidating around 1460 today, if this level is effectively broken, it suggests that today's so-called "consolidation shakeout" might not be a short squeeze but rather a depletion of buying funds. Once 1460 becomes a resistance level, the downside space will open significantly.
Scenario 3: The market opens with volume and breaks through 1500, which is a completely different scenario.
If tonight $SNDK can hold above 1500 with volume and the pullback to 1500 does not break it, this indicates that the 1460–1500 consolidation today was likely absorbing selling pressure. In this case, one should not stubbornly fight the bears; there is a short-term opportunity to continue rebounding toward the 1550–1565 range from the past few days.
The above is only personal analysis and does not constitute investment advice!
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