---
title: "隨着 AI 存儲熱潮的加劇，由閃迪推動的 ETF 飆升了 640%"
type: "News"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/news/286034057.md"
description: "Tradr 2X Long SNDK Daily ETF 自一月以來上漲了近 640%，這得益於閃迪在人工智能存儲領域的主導地位以及分拆後的股票上漲。閃迪令人印象深刻的收入、高毛利率和長期合同凸顯了其在人工智能基礎設施中的重要性。然而，考慮到空頭頭寸超過流通股的 10%，市場對可能出現的急劇回調錶示擔憂，這讓人想起了互聯網泡沫時期的過度現象"
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)
---

# 隨着 AI 存儲熱潮的加劇，由閃迪推動的 ETF 飆升了 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.

### 相關股票

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

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