$纳斯达克(.IXI_老虎社区_美港股上老虎 - 老虎社区

$纳斯达克(.IXIC)$ $英伟达(NVDA)$ 内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。

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火火兔爸
2025-12-31
火火兔爸
什么逻辑？
- 火火兔爸回复NickShen:
  噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm
- NickShen回复火火兔爸:
  你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。
- 火火兔爸回复NickShen:
  哪是这么回事
- NickShen:
  内存厂商知道ai泡沫很快就会破灭，所以不敢冒险去建新厂扩大产量
我想学_
01-04
我想学_
你从23年就一直看空英伟达，到现在少赚500%有点怨言也是正常的 [笑哭] [笑哭]

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