GgoogleJP first seen 1 d ago, last 1 d ago, peak #1
Bank of America says storage chip cycle is not over
Original: 力士
Bank of America argues the memory stock selloff is overdone, noting that leading storage chipmakers have halved in value yet now trade at price-to-earnings ratios as low as around 2. Bank of America said the cycle in storage chips has not ended, suggesting the market's pessimism about a downturn may be misplaced and the sector is significantly undervalued.
Why now: Investors are debating whether the sharp drop in memory stocks marks a cycle peak or a buying opportunity.
Bank of Americamemory chip sector
Rank over time, top of the chart is #1. 2 snapshots from 1 d ago to 1 d ago.
Evidence
- 存储股腰斩后市盈率仅 2 倍：美银(BAC.US)断言周期未终结 · Moomoo
API: https://socialmediatrends-api.osmike.com/v1/trends/3563596