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wesley教授
Influential Creator
DDR5 十三个月涨 434%，比旗舰 CPU 还猛，江波龙前三季度净利预增近二十倍。满屏都在喊存储是永远的神，可你们漏了一句最关键的话：江波龙自己承认，涨价对盈利的边际贡献「显著趋缓」。周期品最危险的时刻，从来不是没人看好，而是人尽皆知、财报齐齐爆表的时候。涨价讲到边际递减，接下来就是预期兑现、股价先行。$BTC 这种宏观逆风下也别指望独善其身。热闹的牌桌，我习惯站卖方。
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