---
title: "随着 AI 存储热潮的加剧，由闪迪推动的 ETF 飙升了 640%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/286034057.md"
description: "Tradr 2X Long SNDK Daily ETF 自一月以来上涨了近 640%，这得益于闪迪在人工智能存储领域的主导地位以及分拆后的股票上涨。闪迪令人印象深刻的收入、高毛利率和长期合同凸显了其在人工智能基础设施中的重要性。然而，考虑到空头头寸超过流通股的 10%，市场对可能出现的急剧回调表示担忧，这让人想起了互联网泡沫时期的过度现象"
datetime: "2026-05-12T04:25:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/286034057.md)
  - [en](https://longbridge.com/en/news/286034057.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/286034057.md)
---

# 随着 AI 存储热潮的加剧，由闪迪推动的 ETF 飙升了 640%

ETF gains explode: The Tradr 2X Long SNDK Daily ETF has jumped nearly 640% since January, fueled by SanDisk’s AI storage dominance and post-spin-off stock surge. AI storage demand: SanDisk’s record revenue, 80% gross margins, and multi-year hyperscaler contracts highlight its central role in AI infrastructure. Risks mount: Short interest exceeds 10% of float, with warnings of dot-com–era excesses suggesting potential for sharp pullbacks.

### 相关股票

- [SNDK.US](https://longbridge.com/zh-CN/quote/SNDK.US.md)
- [SNXX.US](https://longbridge.com/zh-CN/quote/SNXX.US.md)
- [SNDKV.US](https://longbridge.com/zh-CN/quote/SNDKV.US.md)

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