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华尔街观察 Xtrader
@cnfinancewatch
PhD | Professor | Investor | 大类资产轮动数据、行业轮动数据；中美强势行业与标杆个股对标研究；中美股市盘前盘中即时数据。仅限财经教研，非投顾建议。订阅请点击👇🏻
Joined April 2010
5.3K Following    124.8K Followers
华尔街观察 Xtrader@cnfinancewatch
2026.06.26 11:18
DRAM看到28年吧 台积电资本开支做到了28年，说明它至少看好市场需求到28年 真正扩产至少要到28年了
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