中文翻译
@B38B37 我个人把内存相关仓位更多转向了 SiPh/CPO 相关的名字，比如 $AEHR、$SIVE 和 $SOI。 我现在还是有不少内存敞口，只是比今年早些时候少一些。不过我确实预计接下来 SK 海力士和三星的财报会再带来一轮上涨。
· 方法论
把内存仓位更集中到 SiPh/CPO 相关标的，并期待 SK 海力士和三星财报带来反弹。
英文原文
@B38B37 I personally pivoted concentration in memory more toward siph/cpo names like $AEHR $SIVE and $SOI. I still have a good amount of memory exposure but less than earlier this year. However I do expect the upcoming sk Hynix and Samsung earnings to trigger another rally