Ruka hadi maudhui makuu
727 Finance
Kiswahili

BofA: Valuation of U.S. memory stocks already shows characteristics of a cyclical bottom; market concerns are overdone.

PANews October 19 news, according to Cailianshe report, Bank of America believes that the recent correction in U.S. memory stocks has largely decoupled from fundamentals, valuation multiples have bottomed out, and the market's concerns about the AI memory boom turning into a downturn are excessive. The bank expects that from 2027 to 2028, memory chip average selling prices, revenue, and profit margins will still remain at super-cycle levels; even if earnings growth slows, absolute levels will still be close to historical highs.

Habari zinazohusiana

  1. Musk: Gharama ya uendeshaji ya Grok Bot ni kubwa isivyoweza kudumishwa ikilinganishwa na mapato yake.

    PANews, habari za Novemba 2: Kujibu swali la mtumiaji kwenye jukwaa la X kuhusu kuisha kwa haraka kwa viwango vya matumizi ya Grok Bot, Musk alisema kuwa gharam...

  2. Benki ya China Merchants na taasisi nyingine kadhaa zimezindua huduma za uchapishaji wa taarifa za miamala ya pochi ndani ya Programu ya renminbi ya kidijitali.

  3. Mwanzilishi wa POAP anaweza kuwa alijiandikisha kwa ETH 100,000 wakati wa ICO ya 2015.

  4. UBTECH yatoa jukwaa la uigaji wa akili iliyowekwa mwilini Thinker-Sim.

  5. Kipindi cha maombi ya leseni za watoa huduma za mali pepe nchini Brazil kimekamilika, huku kampuni takriban 40 pekee zikiwasilisha maombi.