$Sandisk(SNDK.US)$GIGADEVICE(603986.SH)$GIGADEVICE(03986.HK)
This is the best and most comprehensive article I've seen about A-share niche memory stocks, highly recommend it to everyone. Many thanks to the author @William聊股! 🙏🙏🙏
Representative stocks include GigaDevice, Puramem, Ingenic, etc. The first two are my heavily weighted stocks this year. For US stock SanDisk and A-share GigaDevice and Puramem, I started gradually reducing my position after the 500 mark, all the way down to just a 20% position now above 800. The strength far exceeded my imagination.
/
There's been a lot of verbal sparring in the market these past few days. It doesn't matter who's to blame, but it's good that things have been clarified. Apple's application to buy DRAM products from CXMT is essentially to solve supply chain security issues. In reality, most domestic companies couldn't even get in line for CXMT's products early this year, let alone next year. Unless Apple significantly raises the price, it's impossible for them to get the goods. The supply gap is getting larger now, and it will be even larger next year.
…
How the market moves from here is up to fate. Wishing everyone good luck and prosperity!
存储超级周期：缺口扩大，利基为王
近期一份摩根士丹利大中华硬件团队的存储行业纪要在市场流传，叠加美光 6 月那份 “炸裂” 财报（单季毛利率 84.9%、创半导体史上新高），把 “存储超级周期” 这个判断又往前推了一大步。这篇文章做两件事：第一，把这份纪要里最硬核的判断逐条拆解、讲透数据背后的产业逻辑；第二，沿着 “原厂退场→缺口扩大→国产承接” 这条主线，系统梳理产业链上哪些环节、哪些标的真正受益...
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
