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wesley教授
Influential Creator
黄仁勋今天出来喊话：到 2029 年内存都不会供应过剩。
这话你得打个折听。卖铲子的给挖金子的背书，天然有立场，内存越被抢，他那套 GPU 配套就越值钱。我不是说他撒谎，是利益相关方的乐观，权重本来就该往下调。
更值得琢磨的是时间点。真正的底部从不需要大佬站出来安抚情绪，恰恰是行情开始心虚、需要有人喊一嗓子稳住场面的时候，这种话才会密集冒出来。护盘喊话不是底部信号，是情绪还没见底的信号。
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