---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/40729845.md"
description: "$闪迪(SNDK.US)的好戏在下半年，NAND 需求会远超 HBM"
datetime: "2026-05-13T13:58:44.000Z"
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  - [en](https://longbridge.com/en/topics/40729845.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40729845.md)
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author: "[顺创投资](https://longbridge.com/zh-CN/profiles/15881744.md)"
---

# $闪迪(SNDK.US)的好戏在下半年，NAND 需求会远超 HBM…


### 相关股票

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

## 评论 (1)

- **稳住心态才能赚大钱 · 2026-05-13T14:02:43.000Z · 👍 2**: 可问题是他们连 hbm 都做不过来了，还有时间顾得上 ssd 吗