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
区别就在这里: AI基础设施需要大量内存,特别是用于先进AI加速器的高带宽内存。 即使芯片股下跌,这种需求仍可能保持强劲,前提是估值已经反映了多年的增长,或者投资者开始质疑该基础设施的盈利融资方式。 竞争又增加了另一层复杂性。 #MemoryChipStocksFall

免责声明:欧易星球内容仅供参考。 了解更多

回复

暂无评论,快来抢沙发!