《3 Stocks That Won After Nvidia Earnings!》
美光受益于内存成本上升和短缺；售罄的产能和长期合同支持增长，即使利润率最终压缩。
是的，下一个是这里的直接受益者，也是英伟达利润率预计会略有下降的原因，那就是美光。美光，内存制造商。英伟达自己的首席财务官表示，内存成本上涨已超出预期，短缺可能持续到2028财年。
所以，这不是“哦，也许美光会从中受益”。美光、SK海力士、三星，他们今天就在受益，一年后他们也会受益。
>> Yeah, the next one is is a very direct beneficiary here and the reason why Nvidia's margins are expected to come down a little bit and that's Micron. Micron, the memory maker. Now, Nvidia's own CFO said that memory cost increases have exceeded expectations and shortages could persist through fiscal 28. So, that's not a oh maybe Micron is benefiting from it. It's Micron, SKhing, Samsung, they are benefiting from it today, they will be benefiting from it a year from now as well.