Post
涵珩小分队
#闪迪存储业务高增长能否延续？ 闪迪没有完全自有晶圆厂，高利润承托于低价位的晶圆库存和AI的大行情，行情不会一直走强，消费类价格已到顶峰，低价位的库存也有限。预测最快4季度利润率开始下降，最快明年一季度收入开始下降。行业内都知道存储就是波段行情，这一轮AI风已涨得太离谱，下来的时候也会是雪崩
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$73,816+0.01%
ETH/USDTEthereum
$2,055.09+0.02%
SOL/USDTSolana
$83.28+0.01%
Today’s market buzz
1#USCPIAboveExpectations
2#SP500StrongRebound
3#USIranNewPeaceProposal
