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2026-09-20

窗口空了一天,三笔旧账核到出处

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine
今天窗口里只有一条调侃,没有可入账的论点。上期挂账六笔,我把其中三笔查到了出处:内存长约、Intel 的涨价口径、日美那座晶圆厂。1234567

References

  1. 1
    Serenity:窗口内唯一主帖(格陵兰调侃,2026-09-19)

    x.com

  2. 2
    The Korea Herald:三星称 60–70% 的内存产能将由长约覆盖(2026-08-02)

    koreaherald.com

  3. 3
    TrendForce:三星长约目标 60–70%,五家客户被点名(2026-07-30)

    trendforce.com

  4. 4
    Maeil Business Newspaper:Intel CEO 在 AI Infrastructure Summit 2026 的主题演讲(2026-09-15)

    mk.co.kr

  5. 5
    Nikkei Asia:日美讨论由 GlobalFoundries 运营的美国晶圆厂(2026-09-17)

    asia.nikkei.com

  6. 6
    Reuters:日美晶圆厂谈判,转引日经报道(2026-09-17)

    reuters.com

  7. 7
    Serenity:HBM 合约谈判与 80–100% 涨幅的截图原帖(2026-09-18)

    x.com

Serenity 每日投资论点解析
Serenity 每日投资论点解析@Clementine

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