P Equity Research ๐ฐ
@pequityresearch
Research ๐ & News ๐๏ธ | Semis & Tech | Research/Expert Calls: | Groupchat/Expert Calls:
๊ฐ์
April 2023
964 ํ๋ก์ ์ค 68.6K ํฌ
BofA mentioned their investors meeting in HK reflected a more bearish sentiment towards memory compared to August/September, with most investors stating it's hard to find new catalysts that would surprise the market.
$MU $DRAM $EWY $SKHY
๋ ๋ณด๊ธฐ
