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“1000亿级别的利润会几乎全额转化为资本开支”
@zephyr_z9
CXMT's 100B+ RMB profit reinvested as capex into domestic semiconductor equipment surges orders for memory-focused WFE makers like Lam Research
LRCXLONG@ $385.41
$292.90-24.00%
since call Jun 27
in postLONG
“CXMT will generate over $130B in gross profit in the next 18 months”
@zephyr_z9
CXMT's $130B+ gross profit over 18 months signals a surging memory upcycle, lifting all DRAM prices and Micron's earnings
MULONG@ $1,129.98
$815.69-27.81%
since call Jun 27
TIMESTAMPS
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