中文翻译
是的，确实出现了相当程度的抛售，但我预计这些股票最终会被买回。然而，我认为导致真正崩盘的主要原因将是：结构性内存需求下降；超大规模云厂商（Hyperscalers）缩减资本支出（Capex）预期。而非那些最终转嫁给超大规模云厂商的运营支出（Opex）成本增加。
· 供应链分析
AI板块短期抛售或修复，真正崩盘风险源于内存需求降及云厂商缩减资本开支。
英文原文
Yep, there's quite a bit selloff, but I do expect it to get bought back in due time. However I see the main reason for an actual crash would be: > Structural memory demand decreasing > Hyperscalers projecting less capex. Not increased opex costs that end up getting passed onto hyperscalers.