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🔬 存储大厂通过长期协议锁定产能、收入和风险，弱化周期性，导致估值重估

high convictionFirst mentioned Feb 26, 2026

存储大厂通过长期协议锁定产能、收入和风险，弱化周期性，导致估值重估。

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entry Feb 26, 2026
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Signal post on X ↗@aleabitoreddit on X ↗
Thesis Lifecycle
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openedFeb 26, 2026

Samsung and SK Hynix have low projected P/E ratios based on 2026-2027 earnings estimates, suggesting undervaluation.

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updatedMay 27, 2026+1 conv

存储大厂通过长期协议锁定产能、收入和风险，弱化周期性，导致估值重估。

source ↗