分析师：担忧存储芯片板块或重演英伟达“基本面创新高、股价横盘”走势

Odaily Odaily reports that Citrini researcher Jukan posted on X platform, stating that the current market expectations for the storage chip sector are already at a high level. Regardless of whether financial reports exceed expectations, stock prices may face pressure. If performance surpasses expectations, the market may worry that the industry cycle has peaked; if performance falls short, it could be interpreted as the end of the storage chip boom cycle. Jukan also expressed concern that the storage chip sector will repeat NVIDIA's previous trend of "fundamentals continuously hitting new highs, yet stock prices remaining range-bound for an extended period." That is, corporate earnings keep breaking records, but because market expectations have already been fully priced in, stock price performance remains relatively flat.