帖子

taishiro
taishiro
查看原文
If Chinese manufacturers improve memory technology and expand supply, pricing power could eventually weaken. For an industry this cyclical, even a small change in supply expectations can significantly affect earnings forecasts. I am watching three things: memory pricing, actual AI infrastructure spending and whether earnings growth can justify current valuations. A falling stock price does not automatically mean the AI memory thesis is broken.
taishiro
taishiro
這裡是區別所在: AI 基礎設施需要大量記憶體,特別是用於先進 AI 加速器的高頻寬記憶體。 即使晶片股下跌,這種需求仍可能保持強勁,前提是估值已經反映多年成長,或投資者開始質疑該基礎設施的盈利融資方式。 競爭又增添了另一層因素。 #MemoryChipStocksFall

免責聲明:OKX 星球內容僅供參考。 瞭解更多

回覆

暫無評論,快來搶沙發!