Jefferies Sell-side卖方

Jefferies SNDK Price Target cut from 3000 to

Aug 6, 202618 pages页

From the report报告摘录NAND Revenue Guidance & NBM Momentum: Lowered NAND revenue growth guidance due to inventory-driven GM decline; NBM agreements show $93.9B floor pricing with 8 customers signed, >50% F27 bits committed.

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