经济观察报记者 郑晨烨随着7月30日三星电子发布第二季度财报，国际三大存储芯片厂商三星电子、SK海力士、美光科技第二季度/最新财季财报就此出齐，三家公司各自刷新了成立以来的最高业绩纪录。但创纪录的业绩并没有带来创纪录的股价。最近一个多月，这三家公司的股价都经历了大幅回撤。市场观点认为，投资者的抛售逻辑是担忧这一轮行业繁荣会重蹈过去几十年间反复出现的“涨价—扩产—过剩—暴跌”的“死亡循环”。从公开...
Source Link经济观察报记者 郑晨烨随着7月30日三星电子发布第二季度财报，国际三大存储芯片厂商三星电子、SK海力士、美光科技第二季度/最新财季财报就此出齐，三家公司各自刷新了成立以来的最高业绩纪录。但创纪录的业绩并没有带来创纪录的股价。最近一个多月，这三家公司的股价都经历了大幅回撤。市场观点认为，投资者的抛售逻辑是担忧这一轮行业繁荣会重蹈过去几十年间反复出现的“涨价—扩产—过剩—暴跌”的“死亡循环”。从公开...
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