Betashares investment strategist Hugh Lam stated: Micron’s earnings report released overnight reminds investors that the memory cycle and the broader AI-related trades will persist.

老虎证券2026/06/25 05:30

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Although market sentiment may fluctuate sharply due to dramatic stock price swings, the structural supply constraints of DRAM and NAND chips will at least provide support against further weakness of these stocks until 2027.

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Betashares investment strategist Hugh Lam stated: Micron’s earnings report released overnight reminds investors that the memory cycle and the broader AI-related trades will persist.

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