---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42279281.md"
description: "$Sandisk(SNDK.US)$GIGADEVICE(603986.SH)$GIGADEVICE(03986.HK)This is the best and most comprehensive article I've seen about A-share niche memory stocks, highly recommend it to everyone. Many thanks to the author @William聊股! 🙏🙏🙏Representative stocks include GigaDevice, Puramem, Ingenic, etc. The first two are my heavily weighted stocks this year. For US stock SanDisk and A-share GigaDevice and Puramem, I started gradually reducing my position after the 500 mark, all the way down to just a 20% position now above 800. The strength far exceeded my imagination./There's been a lot of verbal sparring in the market these past few days. It doesn't matter who's to blame, but it's good that things have been clarified. Apple's application to buy DRAM products from CXMT is essentially to solve supply chain security issues. In reality, most domestic companies couldn't even get in line for CXMT's products early this year, let alone next year. Unless Apple significantly raises the price, it's impossible for them to get the goods. The supply gap is getting larger now, and it will be even larger next year.   …How the market moves from here is up to fate. Wishing everyone good luck and prosperity!"
datetime: "2026-06-29T11:27:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42279281.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42279281.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42279281.md)
author: "[昆仑山岩石](https://longbridge.com/en/profiles/15670421.md)"
---

# $Sandisk(SNDK.US)$GIGADEVICE(603986.SH)$GIGADEVICE…


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## Comments (24)

- **赚够了就收手 · 2026-06-29T13:42:52.000Z**: After releasing the earnings report, there have been continuous opportunities to get on board, StockPro
- **大司马桓温 · 2026-06-29T12:09:28.000Z**: StockPro Sandisk, do you think it can reach above 3000 this year?
  - **一起赚票票的Leo** (2026-06-29T12:10:14.000Z): Must be able to 😊
  - **昆仑山岩石** (2026-06-29T12:11:46.000Z): Should be possible, except for a stock market crash.
  - **sky1206** (2026-06-29T13:12:10.000Z): Can that mu reach above 3000? 😰
- **杨杨～ · 2026-06-29T11:49:14.000Z**: I saw a report today about three companies being sued. Will there be administrative intervention in prices or similar things happening?
  - **昆仑山岩石** (2026-06-29T11:58:03.000Z): Ignore the noise
  - **saila** (2026-06-29T14:12:34.000Z): Filing a lawsuit and winning it are two different things. Apple really has the nerve to sue over this.
- **姆总监的金球梦 · 2026-06-29T11:42:14.000Z**: Sold GigaDevice at over 300, didn't hold on, and it got more and more expensive later on, couldn't afford to buy and didn't dare to buy either.
  - **昆仑山岩石** (2026-06-29T11:57:38.000Z): I didn't hold on to it completely either😂
  - **夏时安** (2026-06-29T12:10:01.000Z): I'm still in, planning to hold until I reach a trillion
  - **姆总监的金球梦** (2026-06-29T12:23:16.000Z): The P/E ratio is over 200 now, still a bit scared, switched to Shenzhen Tech
- **新用户dgjjb · 2026-06-29T11:37:53.000Z**: Boss, what's your take on this week? Is it not going to recover?
  - **昆仑山岩石** (2026-06-29T11:39:47.000Z): Sorry, I don't comment on short-term trends. There are many factors that can affect stock prices in the short term, and my articles have always been like this.
  - **海龍王彼得** (2026-06-29T11:53:07.000Z): Uncomfortable if it doesn't rise for a day? 🤪
  - **新用户dgjjb** (2026-06-29T11:57:55.000Z): Last week wasn't great; if it weren't for Micron's earnings report, it would have been a disaster. Today, Monday, didn't get off to a good start either.
- **炒美股养家666 · 2026-06-29T11:29:31.000Z**: Is Apple really going to buy ChangXin Memory Technologies?
  - **昆仑山岩石** (2026-06-29T11:30:21.000Z): It's already been said to be a supply chain security issue, can't get the goods.
  - **昆仑山岩石** (2026-06-29T11:37:24.000Z): There's a misconception in the market that ChangXin Memory Technologies' (CXMT) products are unsellable. Let me say it again: CXMT's product prices are on par with the three major original manufacture
  - **炒美股养家666** (2026-06-29T11:40:48.000Z): Understood. 🫡