Meet Kevin发布 2026-08-24
《Memory Stock Crash, Bessent Bailout, Iran, Stocks & Real Estate》
$SMSN看跌
三星的抛售是由对其股东回报计划的失望所驱动，该计划低于预期且偏重股息，可能表明管理层认为股价昂贵；盈利不及预期幅度较小，不足以证明下跌的合理性。
三星在韩国市场的跌幅一度达到那么大。
Samsung was down as much as it was in the Korean market.
所以今天很多人会关注内存板块，看看我们这边的定价最终会怎样。我确实认为，嗯，我们今天会做不少内存研究，但我认为很多人必须记住，市场往往是由预期驱动的，那么三星的情况是怎样的呢？
So a lot of people are going to be looking at the memory sector today to see what ends up happening uh with uh with our pricing over here. I uh I do think there are well I mean we'll go through a good bit of memory research here uh today but I think a lot of folks h have to remember that the market is often driven by expectations and so what what did we have with Samsung?