<p><strong>閃迪公司</strong> (NASDAQ: SNDK] 的爆炸性反彈迅速蔓延至 ETF 市場，與人工智能存儲相關的槓桿基金正成為華爾街最具波動性的動量交易之一。</p>
<p>其中最引人注目的是 <strong>Tradr 2X Long SNDK Daily ETF</strong> (BATS: SNXX]，自 1 月底上市以來，漲幅接近 640%。該基金的表現大幅超越了閃迪股票已經火熱的上漲。</p>
<p>與此同時，<strong>T-REX 2X Long SNDK Daily Target ETF</strong> (BATS: SNDU] 於 3 月推出，短短几個月內上漲了約 370%，凸顯出投資者對市場上最熱門的人工智能基礎設施交易的槓桿敞口的日益渴望。</p>
<h2>人工智能存儲熱潮推動閃迪狂潮</h2>
<p>隨着閃迪在人工智能內存和存儲領域的主導地位不斷增強，其股價自 2025 年 2 月從 <strong>西部數據公司</strong> (NASDAQ: WDC] 分拆以來已飆升超過 4000%，成為人工智能時代最引人注目的贏家之一。</p>
<p>這波反彈越來越多地被拿來與之前的投機性科技熱潮進行比較。投資者 <strong>邁克爾·伯裏</strong> 最近在 X 上警告稱，這一走勢似乎比 1990 年代末的互聯網泡沫 “更為極端”，並指出閃迪的漲幅甚至超過了 <strong>高通公司</strong> (NASDAQ: QCOM] 在互聯網狂潮期間的歷史性漲幅。</p>
<p><strong>另請閲讀：</strong>
<strong>芯片狂潮達到互聯網極端，創紀錄的 ETF 資金流入無視邁克爾·伯裏的空頭押注</strong></p>
<p>與此同時，閃迪的空頭頭寸已從 806 萬股上升至 975 萬股，佔公共流通股的 10% 以上，這表明一些交易者正在押注這波反彈可能過熱。</p>
<h2>緊張的 NAND 供應為交易提供動力</h2>
<p>對人工智能基礎設施的樂觀情緒依然強勁，尤其是在存儲領域。閃迪最近 報告了第三季度收入 為 59.5 億美元，同比增長 251%，而 <strong>Evercore ISI</strong> 分析師 <strong>阿米特·達里亞納尼</strong> 強調了該公司約 80% 的毛利率以及可能持續到 2028 年的 NAND 供應緊張。</p>
<p><em>CNBC 的</em> <strong>吉姆·克萊默</strong> 最近也指出，有利的行業動態使得包括 <strong>美光科技</strong> (NASDAQ: MU]、閃迪、西部數據和 <strong>希捷科技</strong> <strong>控股</strong> (NASDAQ: STX] 等存儲公司受益。根據克萊默的説法，多年來的低盈利能力抑制了在人工智能熱潮到來之前的激進產能擴張，導致行業在超大規模需求加速時面臨供應緊張。</p>
<h2>槓桿 ETF 成為新的人工智能動量交易</h2>
<p>與閃迪相關的反彈也突顯了 ETF 交易行為的更廣泛轉變，投資者越來越傾向於尋求對小眾人工智能贏家的放大敞口，而不是僅僅依賴多元化的半導體基金。</p>
<p>這一現象與早期與大型人工智能和加密相關股票相關的槓桿 ETF 的投機熱潮相似。然而，與閃迪相關的產品可能是單隻股票 ETF 動量從已經呈拋物線式上漲的股票反彈中獲益的最明顯例子之一。</p>
<p>目前，人工智能存儲交易仍然是華爾街最擁擠的看漲押注之一，槓桿 ETF 交易者似乎專注於乘勢而上。</p>
<p><strong>另請閲讀：</strong>
<strong>比特幣 ETF 剛剛經歷了 2026 年最大的一波購買潮</strong></p>
<p><em>圖片來源：Shutterstock</em></p>

閃迪

SNDU

SNXX

<p>自 2025 年 2 月從西部數據分拆以來，閃迪的股票上漲超過 4000%，推動了相關 ETF 的顯著收益。Tradr 2X Long SNDK Daily ETF (SNXX) 自推出以來飆升了 640%，而 T-REX 2X Long SNDK Daily Target ETF (SNDU) 則上漲了 370%。人工智能存儲的繁榮推動了這一勢頭，閃迪報告的年收入增長達 251%。然而，閃迪的空頭頭寸正在上升，這表明一些交易者認為這一漲勢可能過熱。該趨勢反映了向槓桿 ETF 轉變，以進行小眾人工智能投資</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>閃迪公司</strong> (NASDAQ: SNDK] 的爆炸性反彈迅速蔓延至 ETF 市場，與人工智能存儲相關的槓桿基金正成為華爾街最具波動性的動量交易之一。</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 月底上市以來，漲幅接近 640%。該基金的表現大幅超越了閃迪股票已經火熱的上漲。</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>與此同時，<strong>T-REX 2X Long SNDK Daily Target ETF</strong> (BATS: SNDU] 於 3 月推出，短短几個月內上漲了約 370%，凸顯出投資者對市場上最熱門的人工智能基礎設施交易的槓桿敞口的日益渴望。</p>
</div><h2>AI Storage Boom Powers SanDisk Frenzy</h2>
<div class="lb-trans"><h2>人工智能存儲熱潮推動閃迪狂潮</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>隨着閃迪在人工智能內存和存儲領域的主導地位不斷增強，其股價自 2025 年 2 月從 <strong>西部數據公司</strong> (NASDAQ: WDC] 分拆以來已飆升超過 4000%，成為人工智能時代最引人注目的贏家之一。</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>這波反彈越來越多地被拿來與之前的投機性科技熱潮進行比較。投資者 <strong>邁克爾·伯裏</strong> 最近在 X 上警告稱，這一走勢似乎比 1990 年代末的互聯網泡沫 “更為極端”，並指出閃迪的漲幅甚至超過了 <strong>高通公司</strong> (NASDAQ: QCOM] 在互聯網狂潮期間的歷史性漲幅。</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>另請閲讀：</strong>
<strong>芯片狂潮達到互聯網極端，創紀錄的 ETF 資金流入無視邁克爾·伯裏的空頭押注</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>與此同時，閃迪的空頭頭寸已從 806 萬股上升至 975 萬股，佔公共流通股的 10% 以上，這表明一些交易者正在押注這波反彈可能過熱。</p>
</div><h2>Tight NAND Supply Adds Fuel To The Trade</h2>
<div class="lb-trans"><h2>緊張的 NAND 供應為交易提供動力</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>對人工智能基礎設施的樂觀情緒依然強勁，尤其是在存儲領域。閃迪最近 報告了第三季度收入 為 59.5 億美元，同比增長 251%，而 <strong>Evercore ISI</strong> 分析師 <strong>阿米特·達里亞納尼</strong> 強調了該公司約 80% 的毛利率以及可能持續到 2028 年的 NAND 供應緊張。</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·克萊默</strong> 最近也指出，有利的行業動態使得包括 <strong>美光科技</strong> (NASDAQ: MU]、閃迪、西部數據和 <strong>希捷科技</strong> <strong>控股</strong> (NASDAQ: STX] 等存儲公司受益。根據克萊默的説法，多年來的低盈利能力抑制了在人工智能熱潮到來之前的激進產能擴張，導致行業在超大規模需求加速時面臨供應緊張。</p>
</div><h2>Leveraged ETFs Become The New AI Momentum Trade</h2>
<div class="lb-trans"><h2>槓桿 ETF 成為新的人工智能動量交易</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>與閃迪相關的反彈也突顯了 ETF 交易行為的更廣泛轉變，投資者越來越傾向於尋求對小眾人工智能贏家的放大敞口，而不是僅僅依賴多元化的半導體基金。</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>這一現象與早期與大型人工智能和加密相關股票相關的槓桿 ETF 的投機熱潮相似。然而，與閃迪相關的產品可能是單隻股票 ETF 動量從已經呈拋物線式上漲的股票反彈中獲益的最明顯例子之一。</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，人工智能存儲交易仍然是華爾街最擁擠的看漲押注之一，槓桿 ETF 交易者似乎專注於乘勢而上。</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>另請閲讀：</strong>
<strong>比特幣 ETF 剛剛經歷了 2026 年最大的一波購買潮</strong></p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：Shutterstock</em></p>
</div>

閃迪的突破使得這個 ETF 在短短三個月內飆升了 640%