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Replying to @没有人比我更懂韭菜:怎么理解这里的大宗商品//@没有人比我更懂韭菜:闪迪的周期性极强...他卖的是大宗商品

TrendForce预测，DRAM价格将在第二季度上涨58%至63%。尽管各公司计划扩大产能，但预计到2027年仍将面临供应短缺。分析师预测，三星今年的营业利润可能超过300万亿韩元，明年将超过400万亿韩元。【存储板块再传利好，大家看好美光等公司涨势吗？股价能否收复失地？】

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letgo09
01-20
letgo09
大宗商品看供需，闪迪周期性特明显

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