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硅谷王川 Chuan
@Svwang1
Twitter is my Chain-Of-Thought. Reading history is my end-to-end training. Not financial advice. 一言不合就拉黑。评论区只对订阅用户开放。 Runner: 1 km, 3'49; 5 km, 23'07
Joined December 2019
2
Following
187.8K
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硅谷王川 Chuan
@Svwang1
2026.06.08 03:39
和大饼有在代码里精确定义的四年减半周期不同,存储行业,半导体行业,整个数据中心的产业链,并没有什么法定规则,保证股价下跌后,四年内一定可以卷土重来。 而事实上,思科, 英特尔, 美光等老牌巨头,都是在 2025年之后,才突破 2000年的股价前高, 并在 25年间经历过超过 80% 甚至 95%的价格回撤。 阿Q临终前曾有遗言,“老子十八年以后又是一条好汉!” 对于高科技行业,尤其是硬件行业,阿 Q 还是太乐观了。
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