AsyncMan
05-27
$美光科技(MU)$
看到有人讲长约锁定利润我就想笑。有没有想到将来周期低谷的时候，下游采购方会要求签低价长约，否则就根本不买你的货呢。只有供需是硬道理，其他都是扯淡
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葛力姆乔
05-28
葛力姆乔
HBM的技术壁垒很高，只有三家公司能做HBM,你跟我说什么山顶？这不是周期股，而且Ai行业里的基础设施股。永远缺内存
AsyncMan
05-27
AsyncMan
相比 CPU / GPU / 定制 ASIC，存储是最没有门槛，技术含量最低，竞争最激烈的一个；现在居然拿了最多的利润，这不就山顶么
老刘的个人提款机
05-28
老刘的个人提款机
任何一个行业都是周期股，只是行业周期时间长短不同，你判断好哪个是上升和高点就行
阿肉
05-28
阿肉
股价什么先不谈 竟然有人觉得存储没有门槛 真的外行什么都敢说
天天y有糖吃
05-28
天天y有糖吃
对 可以手戳hbm
什么也没有了～
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