Memory chip profits are soaring, so why is the Korean stock market hitting the brakes first? Morgan Stanley reveals the "stock price inflection point" of the supercycle.
Zhitong Finance APP has learned that a latest research report titled "Memory Chips: Distinguishing Traditional Cycles from Super Cycles" published by Wall Street financial giant Morgan Stanley shows that the unprecedented global AI boom is creating a memory chip super cycle with stronger demand and a longer duration, but the inevitable traditional boom-bust cycle patterns of supply expansion, price changes, and profit fluctuations still exist.
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