#HBM短缺
昨天 10:51
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快訊:AI內存需求緊張局面或持續至2028年,CEO表示
While memory stocks have surged alongsideNvidia Corp.'s (NASDAQ:NVDA) AI-fueled rally,GraniteSharesCEOWill Rhindbelieves Wall Street is still underestimating how long the shortage of high-bandwidth memory (HBM) could last. 儘管內存股隨著輝達公司(納斯達克:NVDA)受AI推動的漲勢而飆升,但GraniteShares首席執行長Will Rhind認為,華爾街仍低估了高帶寬內存(HBM)短缺可能持續的時間。 "What's priced in is the last twelve months," Rhind told Benzinga in an exclusive email interview. "What's hard to price is a shortage that may not clear until 2028." Rhind在一封獨家電子郵件採訪中告訴Benzinga:「當前股價反映的是過去十二個月的情況。難以定價的是一種可能要到2028年才會緩解的短缺。」
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