星球日报|Jul 07, 2026 04:38
[Analyst: Concerns That the Memory Chip Sector May Repeat Nvidia's 'Fundamentals Hit New Highs, Stock Price Stagnates' Trend]
Odaily Planet Daily News - Citrini researcher Jukan posted on the X platform, stating that current market expectations for the memory chip sector are already at a high level. Regardless of whether earnings reports exceed expectations, stock prices may face pressure. If performance exceeds expectations, the market may worry that the industry cycle has peaked; if performance falls short of expectations, it could be interpreted as the end of the memory chip boom cycle. Jukan also expressed concerns that the memory chip sector might repeat Nvidia's previous trend of 'fundamentals continuously hitting new highs, but stock prices stagnating for a long time,' meaning that while corporate profits keep breaking records, stock price performance remains relatively flat due to fully priced-in market expectations.
Share To
HotFlash
APP
X
Telegram
CopyLink