EPISODE · Jul 7, 2021 · 30 MIN
30.【台股美股提款機】從美光最新季報看記憶體的下半年展望
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
記憶體巨頭美光會計年度第 3 季財報出爐，優於華爾街預期，貢獻營收的主力是 DRAM。在美光的財測中，可以從哪些數據看出 DRAM 產業的狀況？ 伺服器、手機是美光的兩大終端市場，但兩者的下半年展望卻是迥異。伺服器的拉貨力道真的能維持到第 4 季？手機市場正要迎來下半年旺季，為何卻雜音不斷？對美光將形成什麼衝擊？又會牽動台股的哪些企業？快來聽聽我們的分析吧！ 更多產業和公司消息，請上財報狗網站：https://statementdog.com/blog
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30.【台股美股提款機】從美光最新季報看記憶體的下半年展望
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