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Bank of America: U.S. Stock Market - Memory Stock Valuations Indicate Cyclical Bottom Traits, Market Fears Are Overstated
12 hour ago /
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Author：小编
Bank of America has highlighted that the recent downturn in U.S. memory stocks has diverged significantly from their underlying fundamentals. Valuations have now hit rock bottom, and the market's apprehensions regarding the decline of AI memory from its zenith are overly exaggerated. The bank forecasts that from 2027 to 2028, memory chips will sustain super-cycle levels in terms of average selling price, revenue, and profit margins. Moreover, even if the pace of profit growth decelerates, the absolute figures will remain in close proximity to historical peaks.
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