المنشور

#存储股财报后续跌，AI内存牛市还稳吗？ $SNDK $SKHYNIX $MU Recently, Hynix, SanDisk, Western Digital, and Seagate all experienced another round of declines after their earnings reports. At first glance, it looks like the storage market is over, but I tend to believe that this time what's being cut is expectations and valuations, not the industry's fundamentals. Hynix's Q2 revenue grew 257% year-over-year, operating profit increased 557%, yet the stock price still fell. SanDisk's revenue grew 51% quarter-over-quarter, with data center business doubling; Western Digital and Seagate's revenue and profit margins are also still growing. The earnings reports are almost #AIMemorySelloffEases #BTCETHETFInflowsReturn #SP500Eyes8000