叶枫实时策略
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叶枫实时策略
公众号：叶枫实时 七年交易经验，金融从业分析师。手续费8折邀请码：YF9919
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Binance Chatroom
Using it is super simple:
① In the search bar, enter 【Chatroom】 and find the entry
② Tap 【＋】 at the top right
③ Enter ID: 1167981370
④ One-click search—add me instantly!
So far, I’ve successfully led 3993+ students to complete their onboarding!
Using it is super simple:
① In the search bar, enter 【Chatroom】 and find the entry
② Tap 【＋】 at the top right
③ Enter ID: 1167981370
④ One-click search—add me instantly!
So far, I’ve successfully led 3993+ students to complete their onboarding!
So it's still Sandisk driving the excitement, with a random 100-point fluctuation. Continue holding the short positions; breaking below 1600 is not a big issue.
$SNDK
$SNDK
After 13 minutes of the market opening, $SNDK will most likely still drop for another wave!
#美国存储股延续涨势闪迪涨10.5%
#美国存储股延续涨势闪迪涨10.5%
SanDisk, keep pushing the price up! Weakness?
The short at 1780 still has a very good profit-loss ratio!
$SNDK
The short at 1780 still has a very good profit-loss ratio!
$SNDK
SanDisk 1780 came straight down to empty, and I don’t believe you can rise up to the skies!
$SNDK
$SNDK
Verified
$SNDK The reason behind the explosive surge has been found!
The core trigger for last night’s big rally was the Investor Day release of ultra-long-term business guidance. Management provided expectations for mid-to-high double-digit revenue growth in the coming years, and also pointed to a potential push in gross margin to the 80%+ level. On the inference side, high-bandwidth flash memory samples are about to be delivered. Meta has also joined a storage standards alliance. Institutional funds have repriced the long-term AI storage thesis. Combined with a collective rebound in the storage sector and short sellers covering positions in a concentrated way, the market directly printed a huge bullish candle.
Many people were misled by the selloff after the earnings reports, assuming the AI storage story was over. But tonight, the capital is re-betting: long-term supply agreement orders lock in demand, and the cyclical nature has been weakened. Still, it’s important to distinguish: this is a sentiment-repair bounce, not an immediate return to the first-half bull market.
Why did it suddenly surge last night?
2、Sector beta driven: Micron, Western Digital, and SK hynix all strengthened together. The storage sector’s sentiment warmed up, lifting the move in SanDisk as a sector effect. Individual stocks have difficulty moving independently of the sector.
3、Short covering + technical rebound: a large amount of short positioning had been built up earlier. A high-volume rally in key areas forced stop-loss orders and passively pushed prices higher. This is a squeeze-style rebound, not purely new long buyers continuously pouring in.
4、Expectations of a multi-billion-dollar share repurchase still provide support. The market believes downside is limited, so funds are willing to take bets on a rebound.
Technical chart status
- Near-term strong resistance: 1630‑1680. This zone is a heavily trapped area from earlier. Whether it can hold depends on whether subsequent trading volume can stay strong. If it breaks up on low volume, it’s easy for the gains to be cashed in and fall back.
#美国7月CPI与PPI数据本周出炉
The core trigger for last night’s big rally was the Investor Day release of ultra-long-term business guidance. Management provided expectations for mid-to-high double-digit revenue growth in the coming years, and also pointed to a potential push in gross margin to the 80%+ level. On the inference side, high-bandwidth flash memory samples are about to be delivered. Meta has also joined a storage standards alliance. Institutional funds have repriced the long-term AI storage thesis. Combined with a collective rebound in the storage sector and short sellers covering positions in a concentrated way, the market directly printed a huge bullish candle.
Many people were misled by the selloff after the earnings reports, assuming the AI storage story was over. But tonight, the capital is re-betting: long-term supply agreement orders lock in demand, and the cyclical nature has been weakened. Still, it’s important to distinguish: this is a sentiment-repair bounce, not an immediate return to the first-half bull market.
Why did it suddenly surge last night?
2、Sector beta driven: Micron, Western Digital, and SK hynix all strengthened together. The storage sector’s sentiment warmed up, lifting the move in SanDisk as a sector effect. Individual stocks have difficulty moving independently of the sector.
3、Short covering + technical rebound: a large amount of short positioning had been built up earlier. A high-volume rally in key areas forced stop-loss orders and passively pushed prices higher. This is a squeeze-style rebound, not purely new long buyers continuously pouring in.
4、Expectations of a multi-billion-dollar share repurchase still provide support. The market believes downside is limited, so funds are willing to take bets on a rebound.
Technical chart status
- Near-term strong resistance: 1630‑1680. This zone is a heavily trapped area from earlier. Whether it can hold depends on whether subsequent trading volume can stay strong. If it breaks up on low volume, it’s easy for the gains to be cashed in and fall back.
#美国7月CPI与PPI数据本周出炉
Sandisk's position is so fast, we're about to empty it in and use a sack to carry money!$SNDK
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