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zhishi0502
#三星Q3利润预增近8倍，完整财报即将揭晓
三星Q3利润预计大幅增长，AI需求仍在支撑存储芯片市场。
但我觉得，比利润增长更值得关注的是：这种高增长能持续多久？
如果AI服务器需求继续扩张，存储芯片可能继续受益；但如果资本开支放缓、芯片价格见顶，市场也可能提前交易风险。
业绩越亮眼，越要关注未来，而不是只看过去。
你认为这轮AI芯片行情还处于上升期，还是已经开始透支预期？
#三星Q3利润预增近8倍
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