「野村」20260727:长鑫存储目标价116元/股,潜在涨幅1239.5%。智能体AI推动未来五年存储需求年均复合增长率60%,而供给增长率仅为30%-40%,供需缺口持续扩大推动EPS和P/E上行 老厉害 5 days ago Play Download
长鑫科技扩产,大空头加码做空!美光大跌30%,这是真黄金坑,还是彻底完了?必看!MU,CXMT,SNDK,NVDA,MSTF,AAPL,GOOGL,AMZN,META,TSLA#美股投资 #存储 聪明投资者 4 days ago Play Download
The Hidden Law Behind the ChangXin Memory Technologies Subscription Abandonment That Makes the Mo... 老辜 9 days ago Play Download
4.5 Billion Circulating Shares to Hit the Market: What Will the IPO of Changxin Technology Mean f... 老辜 9 days ago Play Download
AAOI暴跌67%后还有机会吗?AI巨头需求爆发,这财报前4大反转信号必看!LITE,COHR,CRDO,FN,GLW,NVDA,MSTF,AAPL,GOOGL,AMZN,META,TSLA#美股投资 聪明投资者 19 hours ago Play Download
Shorting CXMT: When the Stock Market Becomes a Casino, How Should We Protect Ourselves? 和AD一起穿越熊市 5 days ago Play Download