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Replying to @阿肉:你敢不敢加仓//@阿肉:自己看看逻辑通么低成本和开源不代表不要token 你低成本吸引更多人用这是对ai的利好不是利空你只利空O和A而已

SK海力士今日跌8.98%，Q2利润同比暴增六倍，却因"未及市场对AI存储的极高预期"遭抛售（Yahoo）。这份"创纪录却不及预期"的财报点燃存储恐慌：美光跌8.85%、闪迪跌14.25%；Benzinga称中国长鑫（CXMT）热潮引爆"最惨KOSPI抛售"、韩股一个月跌28%，全球芯片市值蒸发逾1万亿美元。记录级利润都托不住股价，存储超级周期真的见顶了吗？

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