Rate Of ReturnLet's not talk too much about ZhiPu. Nearly 70% of cornerstone investors haven't left, confirming the previous judgment.
Focus on storage. SanDisk fell sharply today, making many people panic. What's the view? There's only one core reason—Samsung's stellar earnings, which ironically became a signal to sell. It's a case of killing leverage after a big rise, not a fundamental collapse.
The panic is excessive. The supply-demand gap will last at least until 2027. The logic hasn't changed; a drop is actually an opportunity.
$KNOWLEDGE ATLAS(02513.HK)$Sandisk(SNDK.US)
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