Peter_C_1590
07-25
摩根士丹利说存储见顶你引用的是sharon kim的报告吗？那已经证实是假消息了哦
存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点
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href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示，由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。该行表示，市场对存储制造商的盈利上调动能正在显著减弱，数据显示净盈利上调率已从92%的峰值回落至77%，而这一早期信号表明，盈利升级周期正在失去动力，市场对存储行业盈利的定价正回归理性，而非此前的狂热状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"159582":"半导体","DISK":"Tema Memory ETF","MU":"美光科技","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","TECY":"GraniteShares YieldBOOST Technology ETF","SOXX":"iShares费城交易所半导体ETF","SMHX":"VanEck Fabless Semiconductor ETF","09747":"南方两倍做多三星电子-U","SNDG":"2倍做多SNDK ETF-Leverage Shares","SOXY":"YieldMax Target 12 Semiconductor Option Income ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","CNAV":"Mohr Company Nav ETF","FWD":"AB DISRUPTORS ETF","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","TEKX":"SPDR Galaxy 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