NickShen
12-31 22:55
$纳斯达克(.IXIC)$
$英伟达(NVDA)$
内存价格下不来已经说明了ai泡沫迟早要破灭是行业内的共识了。
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火火兔爸
12-31 23:49
火火兔爸
什么逻辑？
火火兔爸
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NickShen
:
噗，增产不要时间吗？而且涨价是因为把先有产能移去了hbm
NickShen
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火火兔爸
:
你去了解一下目前消费级的内存涨价的幅度，这种涨幅还不增产就说明企业知道ai导致的这种大需求是不会持续的。
火火兔爸
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NickShen
:
哪是这么回事
NickShen
:
内存厂商知道ai泡沫很快就会破灭，所以不敢冒险去建新厂扩大产量
什么也没有了～
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