中文翻译
今天，$MU 宣布与 $QCOM 签署了存储长期协议(LTA)。有趣的是，美光随后立即下跌了 5.37%。鉴于签署了所有这些结构性协议，感觉存储或 AI 个股本身似乎并没有什么问题？这更像是去杠杆/利润率级联效应的尾声。
· 供应链分析
美光签长协后股价反跌，博主认为这是去杠杆尾声而非基本面问题。
英文原文
Today, $MU announced it signed memory LTAs with $QCOM. Interesting reaction to see Micron proceeded to drop 5.37% right after. Doesn’t quite feel like there’s anything individually wrong with memory or AI names with all these structural agreements signed? More like the tail end of deleveraging / margin cascades.