Post
Barbecue King
市场在怕什么？怕周期见顶，怕涨太多了
但宏观面讲，这轮存储的逻辑还在，存储还是AI的关键基础设施，云厂商资本开支还在大规模向存储倾斜，合约价三季度还在涨，明年一季度的涨价合同也锁定了
闪迪的股价回调，不在情绪那一侧
1748，且看
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$80,550.8+0.01%
ETH/USDTEthereum
$2,347.26+0.02%
SOL/USDTSolana
$101.54+0.02%
Today’s market buzz
1#WillFedPauseInOctober
2#AIMemoryDemand
3#MiddleEastOilSupplyRisk
