金色财经
金色财经|Jul 07, 2026 04:58
[Opinion: Concerns that the storage chip sector may repeat NVIDIA's 'fundamentals hit record highs, stock price stagnates' trend] Golden Finance reports that Citrini researcher Jukan posted on the X platform, stating that current market expectations for the storage 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 storage chip boom cycle. Jukan also expressed concerns that the storage chip sector might repeat NVIDIA's previous trend of 'fundamentals continuously hitting record highs, but stock prices remain stagnant for a long time,' meaning that while corporate profits keep breaking records, stock performance remains relatively flat due to fully priced-in market expectations.
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