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Likes ReceivedThe real point to watch is: what's going public tonight isn't just a company, but the most scarce piece of "memory" in the AI era, being priced into the US capital system for the first time.
If you hold NVIDIA, or have been chasing AI stocks, this article is worth your five minutes — because it talks about a link in the chain where NVIDIA makes money that you might have overlooked.
$SK Hynix(SKHY.US)$NVIDIA(NVDA.US)$Micron Tech(MU.US)
大家都在买英伟达，却很少人知道它靠谁赚钱
今晚（北京时间 7 月 10 日晚），美股会发生一件大事。一家韩国公司要在纳斯达克上市，一口气募资约 265 亿美元 —— 这是自 2014 年阿里巴巴以来，外国公司在美国最大的一次上市。但真正的看点，不是"最大"这两个字。真正的看点是：今晚上市的，不只是一家公司，而是 AI 时代最稀缺的那块"内存"，第一次被搬进了美国资本的定价体系。如果你手里有英伟达、或者一直在追 AI 的票...
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