#全球股票基金净流入186.2亿美元
$SNDK
has accumulated significant selling pressure, yet its price has risen instead of falling. Many people watched its surge yesterday, expecting profit-taking to drive the price down immediately. However, it continued to fluctuate at high levels today, with some funds even pushing it higher.
This illustrates one point: what truly determines the direction is often not current sentiment, but whether the underlying logic has been broken.
The long-term demand for storage from AI, high gross margin targets, and long-term customer agreements are still supporting it. No matter how much short-term selling pressure there is, as long as the fundamental narrative doesn't collapse, funds are willing to continue paying a premium.
However, accumulated sentiment does require time to digest. The current rise instead of a fall may simply be a matter of "the time not being right."
What really needs to be observed is whether more solid order or price data emerges in the coming weeks to validate this. If not, the accumulated selling pressure will eventually find an opportunity to be released.
$SNDK
has accumulated significant selling pressure, yet its price has risen instead of falling. Many people watched its surge yesterday, expecting profit-taking to drive the price down immediately. However, it continued to fluctuate at high levels today, with some funds even pushing it higher.
This illustrates one point: what truly determines the direction is often not current sentiment, but whether the underlying logic has been broken.
The long-term demand for storage from AI, high gross margin targets, and long-term customer agreements are still supporting it. No matter how much short-term selling pressure there is, as long as the fundamental narrative doesn't collapse, funds are willing to continue paying a premium.
However, accumulated sentiment does require time to digest. The current rise instead of a fall may simply be a matter of "the time not being right."
What really needs to be observed is whether more solid order or price data emerges in the coming weeks to validate this. If not, the accumulated selling pressure will eventually find an opportunity to be released.