---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/39606887.md"
description: "$XL2CSOPHYNIX(07709.HK) continued to average down today. Those short essays from Google are just like last year's DeepSeek not needing computing power. That paper said that key-value storage doesn't affect the overall usage scale; you only need to look at orders and spot storage prices. Currently, SK Hynix's P/E ratio is only 10, not even counting the big surge in storage prices over the past few months. The P/E ratio for the next few quarters could likely drop to 5-7."
datetime: "2026-03-30T03:56:13.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39606887.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39606887.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39606887.md)
author: "[洒家特地来赚刀乐](https://longbridge.com/zh-CN/profiles/20134100.md)"
---

> 支持的语言: [English](https://longbridge.com/en/topics/39606887.md) | [繁體中文](https://longbridge.com/zh-HK/topics/39606887.md)


# $XL2CSOPHYNIX(07709.HK) continued to average down …


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## 评论 (12)

- **Mr sen · 2026-03-30T11:51:04.000Z**: Technological iteration has occurred, costs have been reduced, and instead, demand will expand due to the universal benefit effect.Google has made models run more memory-efficiently. The same storage can run more models, application scenarios will grow explosively, and the total demand for storage w
- **洒家特地来赚刀乐 · 2026-03-30T07:37:58.000Z**: This algorithm claims storage only needs 1/6. Think about the wordplay Lei Jun is probably playing, and you'll understand. It sounds plausible at first, but there are actually many tricks hidden within.
- **KAISHENGHK · 2026-03-30T05:45:40.000Z**: It's over too
- **City · 2026-03-30T04:42:17.000Z**: Are you ignoring the fact that the war isn't over yet?
  - **洒家特地来赚刀乐** (2026-03-30T04:52:34.000Z): No one can accurately predict the extent of the impact. The main point is to use this incident to exaggerate the impact and gain leverage. I think the impact should be limited. The main issue is the h
- **小蚂蚁搬家 · 2026-03-30T04:37:36.000Z**: Mainly, this kind of thing has time decay, right? Could it be that when the underlying stock goes up, this one loses money due to decay?
  - **加州盛夏** (2026-03-30T04:47:37.000Z): Will
- **彼得.林奇的交易员Jeff · 2026-03-30T04:11:45.000Z**: No triple stick stimulation😂
- **Mr sen · 2026-03-30T04:04:37.000Z · 👍 1**: Bro, I really can't hold on any longer😭, the volatility is too high
  - **洒家特地来赚刀乐** (2026-03-30T04:07:59.000Z): Then you can buy at a low point, do some day trading. To achieve substantial gains, you have to go through volatility, various black swan events, and also endure the ups and downs.
  - **Mr sen** (2026-03-30T06:36:01.000Z): Can only slowly average down.
  - **洒家特地来赚刀乐** (2026-03-30T06:58:02.000Z): In the long run, this price is definitely not high. Once sentiment picks up again, it will rise to at least 50.