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颜值糕
Global semiconductor market hits $368B in Q2 with positive YoY growth, while $SNDK Sandisk hovers near $1,479. Is market mis‑pricing or fundamentals weakening?
Bearish factors:
1. Deep‑rooted cyclical stigma for memory chips, investors hesitate to assign growth‑stock multiples.
2. Massive prior rally already priced in AI‑supercycle optimism, profit‑taking post strong earnings.
3. Cloud giants’ huge long‑term supply contracts raise concerns over pricing power constraints.
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