Investing Simplified - Professor G 对 $DRAM 的判断变化

2026-08-29看涨
🚨 MAJOR Market Update (for all serious investors)
DRAM ETF的回调是一个潜在的长期入场点,前提是AI内存短缺和数据中心建设持续,但需预期高波动性。

那么,我买了什么?DRAM ETF。它在大幅上涨后急剧回调,但如果AI内存短缺和数据中心建设持续数年,这次回调最终可能是一个很好的长期入场点。只是要预期沿途会有显著波动。

So, what did I buy? The DRAM ETF. It's pulled back sharply after an enormous run, but if the AI memory shortage and data center build-out continue for years, this pullback could ultimately be a great long-term entry point. Just expect significant volatility along the way.