---
title: "Viewpoint: Concerns that the memory chip sector may repeat Nvidia's \"fundamentals hitting new highs, stock price stagnating\" trend"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/291878487.md"
description: "Citrini researcher Jukan is concerned that the memory chip sector may repeat Nvidia's trajectory, where the fundamentals reach new highs but the stock price remains stagnant. He pointed out that current market expectations are already high, and regardless of whether the earnings report exceeds expectations, the stock price is under pressure: exceeding expectations may be interpreted as the peak of the cycle, while failing to meet expectations would be seen as the end of the boom"
datetime: "2026-07-07T04:59:38.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/291878487.md)
  - [en](https://longbridge.com/en/news/291878487.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/291878487.md)
---

# Viewpoint: Concerns that the memory chip sector may repeat Nvidia's "fundamentals hitting new highs, stock price stagnating" trend

\[Opinion: Concerns that the memory chip sector may repeat Nvidia's "fundamentals hitting new highs, stock price stagnating" trend\] According to a report by Golden Finance, Citrini researcher Jukan stated on platform X that the current market expectations for the memory chip sector are at a high level, and stock prices may face pressure regardless of whether earnings reports exceed expectations. If performance exceeds expectations, the market may worry that the industry cycle has peaked; if performance falls short of expectations, it may be interpreted as the end of the memory chip boom cycle. Jukan also expressed concerns that the memory chip sector will repeat Nvidia's previous trend of "fundamentals continuously hitting new highs, but stock prices remaining stagnant for a long time," where corporate profits continue to set records, but due to fully priced market expectations, stock price performance is relatively flat

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