中文翻译
想象一下那些卖掉自己内存仓位的人。 因为“氦气”就把 SK 海力士、Sandisk 和 Micron 卖掉？ SK 海力士：1 日 +7.03% $SNDK：1 周 +31.75% $MU：1 周 +19.66% 三星：1 日 +2.83% 看看 NAND、DRAM 的涨价，那些都远远高于预期。 而且公司也明确说没有任何实质性影响。 媒体 doompost 和恐慌盘会驱动短期价格。 但经营利润决定长期股价。
· 业绩复盘
回顾被恐慌卖掉内存股的人，强调 NAND、DRAM 涨价和利润才是决定长期走势的关键。
英文原文
Imagine all the people who sold their memory positions. From SK Hynix, Sandisk, and Micron because of “Helium”? Sk Hynix: +7.03% 1D $SNDK: +31.75% 1W $MU: +19.66% 1W Samsung: +2.83% 1D Look at NAND, DRAM hikes, which were all way beyond estimates. As well as company statements that there was zero material effect. Media doomposters and panic sellers. drives short term prices. Operating profit drives long stock prices.