马斯克谈中国制造规模化能力,长鑫披露4F 架构及DDR5 RDIMM相关进展,两个信号叠加后,市场很容易把问题推向“存储竞争格局是否即将改写”。但股价下跌能证明的,首先是预期在变化;它不能单独证明新供给已经进入市场,更不能直接证明海外厂商盈利转弱。先看行情。10月13日,韩国kospi(KS11)盘中一度跌逾7%,韩国交易所启动侧车机制,收盘下跌3.65%,报6384.24点;日经225(N225...
Source Link马斯克谈中国制造规模化能力,长鑫披露4F 架构及DDR5 RDIMM相关进展,两个信号叠加后,市场很容易把问题推向“存储竞争格局是否即将改写”。但股价下跌能证明的,首先是预期在变化;它不能单独证明新供给已经进入市场,更不能直接证明海外厂商盈利转弱。先看行情。10月13日,韩国kospi(KS11)盘中一度跌逾7%,韩国交易所启动侧车机制,收盘下跌3.65%,报6384.24点;日经225(N225...
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