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刚刚！
#闪迪存储业务高增长能否延续？
《闪迪闪存单飞 AI大单能撑多久》
西部数据分拆闪迪闪存单飞上市的事情终于敲定了。表面看闪存单季进账快二十一亿美元，同比暴涨超四成，AI数据中心抢高容量固态硬盘抢得非常凶。
但翻开底牌就会发现，这波纯粹是冰火两重天。算力中心在大口吞货，手机和电脑端去库存却慢得出奇，闪存晶圆涨价势头明显放缓，全靠算力单挑大梁。
独立上市后还能狂奔多久，就看十一月下旬的分拆股东会和十二月的挂牌披露了。 $闪迪存储业务高增长能否延续？
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