AaronHy
02-06 05:45
现在就是存储涨价的反噬，存储不降价，华尔街就不会为这些资本开支买单。不过存储的价格确实现在确实杀猪盘，去年八月调研市场组了个电脑 内存1100块 现在4300块。电脑用了半年卖二手还赚钱
[喷血]
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八方来财了
02-06 09:21
八方来财了
大哥。这波要调整到啥时候啊。纳指大概到多少点就可以入了，感谢🙏🏻
八方来财了
:
好吧，谢谢大哥
AaronHy
:
不知道哦 不过我下周准备空7成仓位去打新了 好好过个年呗
AaronHy
02-06 06:04
AaronHy
存储的资本开支 未来会大幅计提折旧 已经严重影响未来的利润预期了
AaronHy
:
ai云服务 软件类的公司 买单侠 半导体其实只是会被影响产能速度
狩猎投机
:
是不是那些现在需要大量用到内存的公司高溢价买到越到后面影响越大，就相当于埋了个雷，但时间周期是不是会比较长，哪些公司影响最直接
carollulu
02-06 07:20
carollulu
他们电脑城也炒内存的 十几年前就开始了 这波赚死了
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