Herman Jin
@ShanghaoJin
Ex-Goldman Asia FICC. I think in public so my friends don't have to read my texts — your account, your problem.
Joined April 2017
665 Following 89.7K Followers
@cutebigDaDa @bboczeng 存储纯粹是因为
1. 毛利率即将到顶
2. 过去毛利上升周期累计了太多杠杆
3. 要清理杠杆回到合理周期性价格
基本面缺货叙事不受NVDA改方案影响，大家应该希望负面消息尽快报出来。让杠杆水平恢复，市场就正常了
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