据潮向研究,摩根士丹利指出存储正接近价格与盈利修正峰值,短期股价承压,但 AI 驱动的牛市趋势不变,预计 2027 年行业盈利增长 35% 到40%。摩根士丹利建议在 DRAM 和传统存储中寻找机会,避开模组厂。三星电子二季度营业利润预计约 85 万亿韩元,SK 海力士约 65 万亿韩元,均符合市场预期。
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ETH will first drop below 1000
Then drop below 100
Finally drop below 10
Trash will eventually return to its trashy nature. A scam can fool people for a while, but it can't fool them forever.