<p><strong>闪迪公司</strong> (NASDAQ: SNDK] 的爆炸性反弹迅速蔓延至 ETF 市场，与人工智能存储相关的杠杆基金正成为华尔街最具波动性的动量交易之一。</p>
<p>其中最引人注目的是 <strong>Tradr 2X Long SNDK Daily ETF</strong> (BATS: SNXX]，自 1 月底上市以来，涨幅接近 640%。该基金的表现大幅超越了闪迪股票已经火热的上涨。</p>
<p>与此同时，<strong>T-REX 2X Long SNDK Daily Target ETF</strong> (BATS: SNDU] 于 3 月推出，短短几个月内上涨了约 370%，凸显出投资者对市场上最热门的人工智能基础设施交易的杠杆敞口的日益渴望。</p>
<h2>人工智能存储热潮推动闪迪狂潮</h2>
<p>随着闪迪在人工智能内存和存储领域的主导地位不断增强，其股价自 2025 年 2 月从 <strong>西部数据公司</strong> (NASDAQ: WDC] 分拆以来已飙升超过 4000%，成为人工智能时代最引人注目的赢家之一。</p>
<p>这波反弹越来越多地被拿来与之前的投机性科技热潮进行比较。投资者 <strong>迈克尔·伯里</strong> 最近在 X 上警告称，这一走势似乎比 1990 年代末的互联网泡沫 “更为极端”，并指出闪迪的涨幅甚至超过了 <strong>高通公司</strong> (NASDAQ: QCOM] 在互联网狂潮期间的历史性涨幅。</p>
<p><strong>另请阅读：</strong>
<strong>芯片狂潮达到互联网极端，创纪录的 ETF 资金流入无视迈克尔·伯里的空头押注</strong></p>
<p>与此同时，闪迪的空头头寸已从 806 万股上升至 975 万股，占公共流通股的 10% 以上，这表明一些交易者正在押注这波反弹可能过热。</p>
<h2>紧张的 NAND 供应为交易提供动力</h2>
<p>对人工智能基础设施的乐观情绪依然强劲，尤其是在存储领域。闪迪最近 报告了第三季度收入 为 59.5 亿美元，同比增长 251%，而 <strong>Evercore ISI</strong> 分析师 <strong>阿米特·达里亚纳尼</strong> 强调了该公司约 80% 的毛利率以及可能持续到 2028 年的 NAND 供应紧张。</p>
<p><em>CNBC 的</em> <strong>吉姆·克莱默</strong> 最近也指出，有利的行业动态使得包括 <strong>美光科技</strong> (NASDAQ: MU]、闪迪、西部数据和 <strong>希捷科技</strong> <strong>控股</strong> (NASDAQ: STX] 等存储公司受益。根据克莱默的说法，多年来的低盈利能力抑制了在人工智能热潮到来之前的激进产能扩张，导致行业在超大规模需求加速时面临供应紧张。</p>
<h2>杠杆 ETF 成为新的人工智能动量交易</h2>
<p>与闪迪相关的反弹也突显了 ETF 交易行为的更广泛转变，投资者越来越倾向于寻求对小众人工智能赢家的放大敞口，而不是仅仅依赖多元化的半导体基金。</p>
<p>这一现象与早期与大型人工智能和加密相关股票相关的杠杆 ETF 的投机热潮相似。然而，与闪迪相关的产品可能是单只股票 ETF 动量从已经呈抛物线式上涨的股票反弹中获益的最明显例子之一。</p>
<p>目前，人工智能存储交易仍然是华尔街最拥挤的看涨押注之一，杠杆 ETF 交易者似乎专注于乘势而上。</p>
<p><strong>另请阅读：</strong>
<strong>比特币 ETF 刚刚经历了 2026 年最大的一波购买潮</strong></p>
<p><em>图片来源：Shutterstock</em></p>

闪迪

SNDU

SNXX

<p>自 2025 年 2 月从西部数据分拆以来，闪迪的股票上涨超过 4000%，推动了相关 ETF 的显著收益。Tradr 2X Long SNDK Daily ETF (SNXX) 自推出以来飙升了 640%，而 T-REX 2X Long SNDK Daily Target ETF (SNDU) 则上涨了 370%。人工智能存储的繁荣推动了这一势头，闪迪报告的年收入增长达 251%。然而，闪迪的空头头寸正在上升，这表明一些交易者认为这一涨势可能过热。该趋势反映了向杠杆 ETF 转变，以进行小众人工智能投资</p>

<p>The explosive rally in <strong>SanDisk Corp</strong> (NASDAQ: SNDK) is rapidly spilling over into the ETF market, where leveraged funds tied to the AI storage play are turning into some of Wall Street's most volatile momentum trades.</p>
<div class="lb-trans"><p><strong>闪迪公司</strong> (NASDAQ: SNDK] 的爆炸性反弹迅速蔓延至 ETF 市场，与人工智能存储相关的杠杆基金正成为华尔街最具波动性的动量交易之一。</p>
</div><p>The standout has been <strong>Tradr 2X Long SNDK Daily ETF</strong> (BATS: SNXX), which has surged nearly 640% since its late-January debut. The fund climbed dramatically outperforming the already blistering rise in SanDisk shares.</p>
<div class="lb-trans"><p>其中最引人注目的是 <strong>Tradr 2X Long SNDK Daily ETF</strong> (BATS: SNXX]，自 1 月底上市以来，涨幅接近 640%。该基金的表现大幅超越了闪迪股票已经火热的上涨。</p>
</div><p>Meanwhile, <strong>T-REX 2X Long SNDK Daily Target ETF</strong> (BATS: SNDU), launched in March, has gained roughly 370% in just a few months, underscoring growing investor appetite for leveraged exposure to one of the market's hottest AI infrastructure trades.</p>
<div class="lb-trans"><p>与此同时，<strong>T-REX 2X Long SNDK Daily Target ETF</strong> (BATS: SNDU] 于 3 月推出，短短几个月内上涨了约 370%，凸显出投资者对市场上最热门的人工智能基础设施交易的杠杆敞口的日益渴望。</p>
</div><h2>AI Storage Boom Powers SanDisk Frenzy</h2>
<div class="lb-trans"><h2>人工智能存储热潮推动闪迪狂潮</h2>
</div><p>The gains come as SanDisk continues to dominate the narrative on AI memory and storage. The stock has soared more than 4,000% since its February 2025 spin-off from <strong>Western Digital Corp</strong> (NASDAQ: WDC), making it one of the most dramatic winners of the AI era.</p>
<div class="lb-trans"><p>随着闪迪在人工智能内存和存储领域的主导地位不断增强，其股价自 2025 年 2 月从 <strong>西部数据公司</strong> (NASDAQ: WDC] 分拆以来已飙升超过 4000%，成为人工智能时代最引人注目的赢家之一。</p>
</div><p>The rally is increasingly drawing comparisons to prior speculative technology booms. Investor <strong>Michael Burry</strong> recently warned on X that the move appears &#34;more extreme&#34; than the late-1990s dot-com bubble, noting that SanDisk's gains have eclipsed even the historic run in <strong>Qualcomm Inc</strong> (NASDAQ: QCOM) during the internet frenzy.</p>
<div class="lb-trans"><p>这波反弹越来越多地被拿来与之前的投机性科技热潮进行比较。投资者 <strong>迈克尔·伯里</strong> 最近在 X 上警告称，这一走势似乎比 1990 年代末的互联网泡沫 “更为极端”，并指出闪迪的涨幅甚至超过了 <strong>高通公司</strong> (NASDAQ: QCOM] 在互联网狂潮期间的历史性涨幅。</p>
</div><p><strong>Read Also:</strong>
<strong>Chip Frenzy Hits Dot-Com Extremes As Record ETF Flows Shrug Off Michael Burry's Short Bets</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>芯片狂潮达到互联网极端，创纪录的 ETF 资金流入无视迈克尔·伯里的空头押注</strong></p>
</div><p>At the same time, short interest in SanDisk has climbed from 8.06 million shares to 9.75 million shares, representing more than 10% of the public float, suggesting some traders are betting the rally may be overheating.</p>
<div class="lb-trans"><p>与此同时，闪迪的空头头寸已从 806 万股上升至 975 万股，占公共流通股的 10% 以上，这表明一些交易者正在押注这波反弹可能过热。</p>
</div><h2>Tight NAND Supply Adds Fuel To The Trade</h2>
<div class="lb-trans"><h2>紧张的 NAND 供应为交易提供动力</h2>
</div><p>Bullish sentiment around AI infrastructure remains powerful, particularly in the storage segment. SanDisk recently reported third-quarter revenue of $5.95 billion, up 251% year over year, while <strong>Evercore ISI</strong> analyst <strong>Amit Daryanani</strong> highlighted the company's roughly 80% gross margins and ongoing tightness in NAND supply that could persist through 2028.</p>
<div class="lb-trans"><p>对人工智能基础设施的乐观情绪依然强劲，尤其是在存储领域。闪迪最近 报告了第三季度收入 为 59.5 亿美元，同比增长 251%，而 <strong>Evercore ISI</strong> 分析师 <strong>阿米特·达里亚纳尼</strong> 强调了该公司约 80% 的毛利率以及可能持续到 2028 年的 NAND 供应紧张。</p>
</div><p><em>CNBC's</em> <strong>Jim Cramer</strong> also recently pointed to favorable industry dynamics benefiting storage firms including <strong>Micron Technology</strong> (NASDAQ: MU), SanDisk, Western Digital and <strong>Seagate Technology</strong> <strong>Holdings</strong> (NASDAQ: STX). According to Cramer, years of weak profitability discouraged aggressive capacity expansion before the AI boom arrived, leaving the industry with constrained supply just as hyperscaler demand accelerated.</p>
<div class="lb-trans"><p><em>CNBC 的</em> <strong>吉姆·克莱默</strong> 最近也指出，有利的行业动态使得包括 <strong>美光科技</strong> (NASDAQ: MU]、闪迪、西部数据和 <strong>希捷科技</strong> <strong>控股</strong> (NASDAQ: STX] 等存储公司受益。根据克莱默的说法，多年来的低盈利能力抑制了在人工智能热潮到来之前的激进产能扩张，导致行业在超大规模需求加速时面临供应紧张。</p>
</div><h2>Leveraged ETFs Become The New AI Momentum Trade</h2>
<div class="lb-trans"><h2>杠杆 ETF 成为新的人工智能动量交易</h2>
</div><p>The SanDisk-linked rally is also highlighting a broader shift in ETF trading behavior, where investors are increasingly seeking amplified exposure to niche AI winners rather than relying solely on diversified semiconductor funds.</p>
<div class="lb-trans"><p>与闪迪相关的反弹也突显了 ETF 交易行为的更广泛转变，投资者越来越倾向于寻求对小众人工智能赢家的放大敞口，而不是仅仅依赖多元化的半导体基金。</p>
</div><p>The phenomenon mirrors earlier waves of speculative enthusiasm seen in leveraged ETFs tied to mega-cap AI and crypto-related stocks. However, SanDisk-linked products may represent one of the clearest examples yet of single-stock ETF momentum feeding off an already parabolic equity rally.</p>
<div class="lb-trans"><p>这一现象与早期与大型人工智能和加密相关股票相关的杠杆 ETF 的投机热潮相似。然而，与闪迪相关的产品可能是单只股票 ETF 动量从已经呈抛物线式上涨的股票反弹中获益的最明显例子之一。</p>
</div><p>For now, the AI storage trade remains one of Wall Street's most crowded bullish bets, and leveraged ETF traders appear focused on riding the momentum higher.</p>
<div class="lb-trans"><p>目前，人工智能存储交易仍然是华尔街最拥挤的看涨押注之一，杠杆 ETF 交易者似乎专注于乘势而上。</p>
</div><p><strong>Read Also:</strong>
<strong>Bitcoin ETFs Just Had Their Biggest Buying Wave Of 2026</strong></p>
<div class="lb-trans"><p><strong>另请阅读：</strong>
<strong>比特币 ETF 刚刚经历了 2026 年最大的一波购买潮</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

闪迪的突破使得这个 ETF 在短短三个月内飙升了 640%