· 供应链分析

看好AI前景,认为SK海力士等净利润预测荒谬,短期波动将快速消化。

中文翻译

@Sandeman52 看到晚了——我同意。我对人工智能(AI)依然极度看好,关于三星(Samsung)到SK海力士(SK Hynix)的一些净利润预测简直荒谬。这大概是短期波动,一旦做空净头寸的机构在其他板块重新建立多头头寸,这些波动将极快地被消化。

英文原文

@Sandeman52 Saw this late - and agreed. I remain extremely bullish on AI, some of the net income projections on Samsung to SK Hynix are ridiculous. Probably short term volatiality that will get eaten up extremely fast once institutions that were short net reposition long on other sectors

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