Sandisk与美光股价下跌，但供应短缺或限制跌幅
Sandisk’s and Micron’s stocks sink as the rotation trade builds, but supply shortages should limit losses
Most of Sandisk’s annual revenue could eventually come from its new business model contracts that provide better visibility, BofA said.
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力