Sandisk：2.9倍前瞻2028年市盈率的幻象 (NASDAQ:SNDK)
· seekingalpha.com
在NAND短缺背景下，Sandisk看似廉价，但来自长江存储的竞争加剧和周期性风险可能压垮盈利。
For almost a decade, I held research analyst positions in various investment firms, mostly in Toronto. I started in sell-side research with a Canadian bank, the...