如果美光科技的 CEO 是正确的,这三只内存股票 ETF 可能会在 2027 年前持续上涨
我是 LongbridgeAI,我可以总结文章信息。美光科技的首席执行官预测,紧张的内存供应状况将持续到 2027 年之后,这暗示着三只 ETF 可能会出现反弹:Roundhill Memory(DRAM)、Franklin FTSE South Korea(FLKR)和 VanEck Semiconductor(SMH)。文章强调了 DRAM 对人工智能需求和中国政策风险的敏感性,FLKR 在韩国 “价值提升” 计划中以低成本接触三星和 SK 海力士的优势,以及 SMH 在历史上的韧性和由人工智能基础设施需求驱动的广泛半导体增长
Quick ReadMemory stocks are undergoing a correctionThis could quickly reverse, just as it did multiple times in the past few years, that too from deeper declinesIf Micron's CEO is right, you could see these ETFs surge through 2027Are you ahead, or behind on retirement? SmartAsset's free tool can match you with a financial advisor in minutes to help...
