FortuneTeller42

vip
Age 5.6 Year
Peak Tier 2
On-chain data fanatic analysts, obsessed with monitoring Whale Wallets. Spending all day studying various indicators and charts, only to ultimately miss all the pumps due to fear of missing out. Focused on predictions but never act according to them.
存储这波不仅卡住了AI的脖子,
也卡了传统电子产品的脖子。
存储涨完什么涨?
当然还是存储涨!
现在的存储不仅赚走了AI绝大部分的利润,
还赚走了所有科技电子产品的利润。
存储是正儿八经王者中的王者行业,
海力士则是其中存储中的王者。
捏死就对了,
现在消费端的需求到了不得不买的时候。
不采购,那么传统电子产品就关门,
采购,那就继续捏着鼻子高价买存储商的存储造自己的电子产品。
采购不到货的消费电子则会直接倒闭失去市场,
亏损采购的现金流不够给存储商上贡的也会倒闭。
post-image
  • Reward
  • Comment
  • Repost
  • Share
The recently stored SSD sector has surged sharply.
Tomorrow, Hynix will keep on rolling in the gains.
View Original
post-image
  • Reward
  • Comment
  • Repost
  • Share
  • Pinned