Investing Simplified - Professor G发布 2026-08-29
《🚨 MAJOR Market Update (for all serious investors)》
$DRAM看涨
DRAM ETF的回调是一个潜在的长期入场点，前提是AI内存短缺和数据中心建设持续，但需预期高波动性。
那么，我买了什么？DRAM ETF。它在大幅上涨后急剧回调，但如果AI内存短缺和数据中心建设持续数年，这次回调最终可能是一个很好的长期入场点。只是要预期沿途会有显著波动。
So, what did I buy? The DRAM ETF. It's pulled back sharply after an enormous run, but if the AI memory shortage and data center build-out continue for years, this pullback could ultimately be a great long-term entry point. Just expect significant volatility along the way.