中文翻译
我个人正在对SK海力士(SK Hynix)进行定投，并将其他持仓轮动回存储芯片领域。美国、澳大利亚和马来西亚将填补液化天然气(LNG)的缺口，因为存储芯片对美国的人工智能(AI)基础设施建设至关重要，尤其是为了避免在竞争中落后于中国。我将此视为一个买入机会，就像去年大家恐慌性抛售$NVDA时那样。不知道这种波动会持续多少天，也很难精准抄底，但中期来看我认为它会恢复。
· 个股论点
定投SK海力士并轮动至存储板块，视当前波动为中期买入机会。
涉及标的： $NVDA
英文原文
I’m personally cost averaging into SK Hynix and rotating my other names back into memory. US/Australia/Malaysia will fill the LNG gap as memory is critical to America’s AI buildout. Especially so it doesn’t lose to China. I just see this as a buying opportunity like when everyone panic sold $NVDA the other year. Don’t know how many days this volatility lasts + hard to time the bottom, but mid term I see it recovering.