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