等事实验证AI基建过_老虎社区_美港股上老虎 - 老虎社区

等事实验证AI基建过度扩张，下游完全跟不上之后，现在看多有多疯狂，未来看跌就有多疯狂。

美光：预计前所未有的存储芯片短缺将持续到2026年之后

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