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。」