智通财经APP获悉,去年提出“半导体寒冬”理论的摩根士丹利,如今将美国关税问题比作“冰山”,对SK海力士给出负面展望。通过近期发布的报告,摩根士丹利指出,全球存储半导体市场的业绩预测正面临越来越大的不确定性。据悉,摩根士丹利亚洲近期发布题为《存储——冰山将至》的报告,称“关税对存储半导体的实际影响犹如冰山”,并补充道,“财报季并非关键,因为更大的变数正在显现,大部分风险潜藏在水面之下,且正逐步逼近...
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