《What Makes SNDK "Easy" AI Memory Investment as Demand Remains Parabolic》
SanDisk 是内存板块中颇具吸引力的投资标的，因其估值偏低（6.9 倍远期市盈率）、盈利预测持续增长，以及订单能见度可延伸至 2030 年。
是的，内存业务仍然盈利。如果你还记得，大约一年前我们上过你的节目，当时我们就说，大量资金正流入所有这些内存公司的股票，包括 Micron 和 SanDisk。
Yes, the memory business is still profitable. If you recall, we were on your show about a year ago and we were saying that a lot of money is flowing into all these memory company names, including Micron and SanDisk.
这些公司的现金流保持稳定。如果你看明年和未来几年的预期盈利图景，它们持续上升；甚至在这段视频之前，我就不得不调整我们的一些图表，因为分析师不断上调他们的盈利预测。因此，我们仍然看好内存板块。
Cash flows remain stable in these companies. If you look at the picture of projected earnings for next year and the coming years, they continue to rise; Even before this video, I had to adjust some of our charts because analysts keep raising their earnings forecasts.
Therefore, we still view the memory sector positively.