《Brian Shannon on TraderTV 9/1/26》
$DRAM未站边
DRAM 目前中性,但存在技术性破位的风险。
所以,我认为DRAM更中性,但有下跌的风险。
So, um I think DRAM is more neutral but in danger of breaking down.
DRAM 这一页 2 条观点条目,其中 0 条方向发生变化。
所以,我认为DRAM更中性,但有下跌的风险。
So, um I think DRAM is more neutral but in danger of breaking down.
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.