Tech analystDan Iveshas praise for the memory sector as demand continues to outpace supply.

科技分析師Dan Ives對記憶體行業表示讚賞，因為需求持續超過供應。

TheRoundhill Memory ETF(BATS:DRAM) and memory stocks likeMicron Technology Inc(NASDAQ:MU) have seen strong interest and demand from investors in recent months. That trend is likely to continue, according to Yorkville Ives Senior Managing DirectorDan Ives.

近期數月，Roundhill Memory ETF（BATS:DRAM）和美光科技（納斯達克：MU）等記憶體股票受到投資者的強烈關注和追捧。Yorkville Ives高級董事總經理Dan Ives表示，這一趨勢可能會持續下去。

"There's no way around it," Ives told CNBC.

Ives對CNBC表示：「這是無法迴避的事實。」

The former Wedbush analyst said when it comes to the AI revolution, the ratio of demand to supply for memory is around 15 to 1.

這位前Wedbush分析師表示，在人工智慧革命的背景下，記憶體的需求與供應之比約為15比1。

Companies such asAppleare having to pay more for memory with demand and prices up, Ives added.

Ives補充道，隨著需求和價格的上漲，蘋果等公司不得不為記憶體支付更高的費用。

"Memory players, right now it's their world and everyone else is paying rent."

「記憶玩家，眼下就是他們的天下，其他人都在交房租。」

Ives says there will continue to be ebbs and flows in the memory sector, but the multi-year cycle is going to continue to play out.

Ives表示，記憶體行業未來仍會有起伏波動，但這一多年周期將繼續展開。

The analyst said that alternatives or Chinese players won't change the current memory market, dominated by South Korea.

該分析師表示，替代方案或中國廠商不會改變目前由韓國主導的記憶體市場格局。

"Korea holds the cards when it comes to memory."

{{|姓名_0|}}稱：「在記憶體領域，韓國掌握著主動權。」

Asked about the potential of companies overordering or inventory changing, Ives says there are no worries about that now.

當被問及企業是否存在過度訂購或庫存變動的可能性時，Ives表示目前對此無需擔憂。

"It's starting to play out from a bull case scenario."

「這正開始按照牛市情景展開。」

During his interview, Ives was also asked about the upcomingNVIDIA Corp(NASDAQ:NVDA) quarterly earnings report, which could be a major catalyst for the AI trade.

在採訪中，Ives還被問及即將發佈的輝達公司（納斯達克：NVDA）季度業績，這可能會成為人工智慧交易的一大催化劑。

Ives said investors are underestimating the size and scope of what Nvidia is doing.

Ives表示，投資者低估了輝達當前業務的規模和範圍。

"You're almost giving them minimal credit for physical AI," Ives said.

Ives表示：「你們幾乎完全沒有給予他們在實體AI方面的應有認可。」

The analyst said Nvidia's earnings are incredibly important for the tech trade and could be a huge "planting the flag moment."

該分析師表示，輝達的業績對科技股交易至關重要，可能會成為一個重大的「插旗時刻」。

Known for his innings analogies of how far a trade or bull market is, Ives says it might not be the seventh inning of the AI trade, but instead could be only the bottom of the second inning.

Ives以棒球比賽的局數來比喻交易或牛市所處的階段而聞名，他表示人工智慧交易可能尚未進入第七局，而或許才剛剛來到第二局下半局。

Ives continues to praise Nvidia CEOJensen Huangas the godfather of AI

Ives繼續稱讚輝達首席執行長黃仁勳為人工智慧的教父。

"Betting against Jensen would be like those that bet against Tom Brady."

做空Jensen就像那些做空Tom Brady的人一樣。

Nvidia reports second-quarter financial results on Wednesday, Aug. 26.

輝達將於8月26日（周三）公佈第二季度財務業績。 (Benzinga)

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