#海力士 Team up with Intel to make chips in the US—will SanDisk, the “three storage kings,” follow suit? $SNDK
Brothers, just saw a major piece of news: SK Hynix responded to “talks with Intel to produce memory chips in the US.” While it said the specific plan is not yet determined, it emphasized that it is “exploring multiple options to strengthen global competitiveness.” The moment the news broke, SK Hynix’s US pre-market surged 5.8%, while Intel jumped 3.2%!
So what does this mean for SanDisk?
The core of this hype is “localizing AI storage + US capital support.” As the HBM leader, SK Hynix benefits from US capacity coming closer to AI capital, which is a positive for the entire sector. SanDisk is one of the three storage giants and is also in the AI storage and NAND track. With sector-wide sentiment syncing up, in the short term it’s highly likely to see a repair rally along with the move.
Now let’s look at SanDisk’s chart:
Currently the price is around 1550. Last night it precisely probed the low at 1507, then steadily repaired and rebounded back above 1550. RSI is back near 59, with momentum partially restored. The short-term bottom structure around 1507 has been preliminarily confirmed. The key resistance overhead is 1580–1590; once there’s a breakout with volume, there’s a chance to test the previous high.
Driven by SK Hynix’s positive catalyst, SanDisk is best treated as bullish in the short term. If you already hold longs, keep them steady—take profits with good risk management. The upside target first looks to 1580; if it breaks through, then aim for 1620. If you’re currently in cash/no position, wait for the pullback to 1530–1540 to stabilize, then consider entering a small long position. But remember: this is a sentiment-driven tailwind, so still watch for how the Fed’s meeting outcome impacts the broader market—keep your defense tight! #SK海力士洽谈首次在美产存储芯片
Brothers, just saw a major piece of news: SK Hynix responded to “talks with Intel to produce memory chips in the US.” While it said the specific plan is not yet determined, it emphasized that it is “exploring multiple options to strengthen global competitiveness.” The moment the news broke, SK Hynix’s US pre-market surged 5.8%, while Intel jumped 3.2%!
So what does this mean for SanDisk?
The core of this hype is “localizing AI storage + US capital support.” As the HBM leader, SK Hynix benefits from US capacity coming closer to AI capital, which is a positive for the entire sector. SanDisk is one of the three storage giants and is also in the AI storage and NAND track. With sector-wide sentiment syncing up, in the short term it’s highly likely to see a repair rally along with the move.
Now let’s look at SanDisk’s chart:
Currently the price is around 1550. Last night it precisely probed the low at 1507, then steadily repaired and rebounded back above 1550. RSI is back near 59, with momentum partially restored. The short-term bottom structure around 1507 has been preliminarily confirmed. The key resistance overhead is 1580–1590; once there’s a breakout with volume, there’s a chance to test the previous high.
Driven by SK Hynix’s positive catalyst, SanDisk is best treated as bullish in the short term. If you already hold longs, keep them steady—take profits with good risk management. The upside target first looks to 1580; if it breaks through, then aim for 1620. If you’re currently in cash/no position, wait for the pullback to 1530–1540 to stabilize, then consider entering a small long position. But remember: this is a sentiment-driven tailwind, so still watch for how the Fed’s meeting outcome impacts the broader market—keep your defense tight! #SK海力士洽谈首次在美产存储芯片
