---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41515003.md"
description: "$XL2CSOPHYNIX(07709.HK) After a big rally, scary stories are bound to come. To preserve the interaction, nvda halved the memory allocation. First, it didn't cut HBM. Second, it did so because the memory was insufficient. Why is the memory insufficient? Because besides GPUs, now CPUs/XPUs also need it. This is a sign of shortage."
datetime: "2026-06-05T06:46:02.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41515003.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41515003.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41515003.md)
author: "[晓风 morning_wind](https://longbridge.com/en/profiles/6620864.md)"
---

# $XL2CSOPHYNIX(07709.HK) After a big rally, scary s…


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## Comments (23)

- **跟顾神反着买 · 2026-06-05T09:41:01.000Z**: Just follow Brother Feng, he's got the boss's vision.
- **邹pietHk · 2026-06-05T09:20:47.000Z**: Out of money, otherwise I'd have to top up today.
- **香港方总长线价值投资 · 2026-06-05T09:05:15.000Z**: The boss is out again.
- **暂时停止 · 2026-06-05T08:46:28.000Z**: Will Brother Feng still be active on Longbridge after 6.12?
- **S丨plendid · 2026-06-05T07:23:36.000Z**: NVIDIA: It's not that I don't want to use more, it's that there isn't more for me to use...
- **蓮蓉小狗喜欢海力士 · 2026-06-05T06:54:54.000Z**: So just stay still then.
- **金渐层铲屎官 · 2026-06-05T06:47:56.000Z · 👍 1**: I thought it was because the news said the gap between China's CXMT and Hynix was only two or three years, and then it plummeted 😅
  - **捡芝麻小能手** (2026-06-05T06:54:45.000Z): Ignore domestic factors; if you're not strong enough, no one cares.
  - **不要频繁浇花** (2026-06-05T07:02:25.000Z): Forget it, don't read those domestic short stories, the gap is still huge.
  - **金渐层铲屎官** (2026-06-05T07:03:50.000Z): 🫡  Thinking about it now, I'm still angry at our mom. Even a stepmother wouldn't be this vicious. What do we do after the 12th?
- **江北乱抛交易员 · 2026-06-05T06:47:46.000Z · 👍 4**: I heard yesterday that Jensen Huang was coming to Korea and added positions too early; otherwise, adding positions today would have been perfect.
  - **梦想：打开账户天天笑** (2026-06-05T06:48:48.000Z): Keep adding more
  - **江北乱抛交易员** (2026-06-05T06:49:26.000Z): No money left😅otherwise I'd want to add some too.
  - **金渐层铲屎官** (2026-06-05T07:14:03.000Z): There's no other way, just hold and don't sell.