---
type: "Topics"
locale: "zh-HK"
url: "https://longbridge.com/zh-HK/topics/40729845.md"
description: "$閃迪(SNDK.US)的好戲在下半年，NAND 需求會遠超 HBM"
datetime: "2026-05-13T13:58:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40729845.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40729845.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40729845.md)
author: "[顺创投资](https://longbridge.com/zh-HK/profiles/15881744.md)"
---

# $閃迪(SNDK.US)的好戲在下半年，NAND 需求會遠超 HBM…


### 相關股票

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

## 評論 (1)

- **稳住心态才能赚大钱 · 2026-05-13T14:02:43.000Z · 👍 2**: 可問題是他們連 hbm 都做不過來了，還有時間顧得上 ssd 嗎