Three of our top five gainers yesterday were memory chip equities: Micron, SanDisk, and SK Hynix, all up between 11% and 14%
Three names, but the same thesis.
AI infrastructure capex is pulling memory demand, and the DRAM and NAND suppliers are following hyperscaler spend in… https://twitter.com/aevoxyz/status/2070574461787742596/photo/1
中文: 昨日我们涨幅前五的股票中有三家是存储芯片股:美光、SanDisk 和 SK 海力士,均上涨至 11% 至 14%
三个名字,但相同的论点。
人工智能基础设施资本支出正在拉动内存需求,而DRAM和NAND供应商正在关注超大规模支出...