AI半导体行情还没结_老虎社区_美港股上老虎

市场局外人
08-17

AI半导体行情还没结束？

BofA模拟了美光到2030年保持80%的利润率，彻底终结了经典的存储周期。他们预计到财年30年每股收益达236美元，年复合增长率34%，远超共识预期。

# 高盛喊太空1.8万亿，SpaceX该布局了吗？

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