Morgan Stanley Expects Storage Price Growth to Peak in Q4 This Year
BlockBeats News, July 16th, Morgan Stanley expects that the contract price of DRAM will peak in the fourth quarter of 2026, after which the year-on-year growth rate may experience a significant decline. It is unlikely to see a situation like the fourfold increase seen in the previous year again. The valuation of storage companies (forward 12-month P/B ratio) is pending reassessment.
Sumber: BlockBeats
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