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交易员刺客
交易员刺客
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#Will the strength of Japanese and Korean chip stocks and the AI storage cycle continue? I am Cige. The release of GPT-6 Astra has directly ignited Japanese and Korean chip stocks. KOSPI opened 3.34% higher, led by Samsung and SK Hynix, with Japanese storage, equipment, and testing companies also strengthening simultaneously. Astra works for users, expanding inference demand and increasing computing power consumption. This path is more direct and lasting than the training side. South Korea's benefit path lies in the prosperity of HBM, DRAM, and NAND, while Japan focuses on storage, equipment, testing, and materials segments. Both lines are rising, but the benefit structures differ. Foreign capital and institutions are buying, retail investors are selling, and there is a divergence in opinions on the sustainability of the market. Goldman Sachs reiterated the KOSPI 12000 target, with the core assumption that AI capital expenditure and tight storage supply and demand will continue, driving corporate profit growth and valuation recovery. Whether the storage cycle can continue depends on whether cloud vendors' capital expenditure, storage prices, and industry chain orders can grow synchronously. The direction hasn't changed, but the pace is shifting. Cige has finished speaking; you can savor it. $BTC $ETH $ZEC
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Snapshot at 08 Sept 2026, 01:40

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