被错杀的存储？高盛：内存市场的基本面并未发生任何变化

Group 1 - The core viewpoint is that the market volatility has impacted the pair trading strategy of going long on memory beneficiary stocks versus shorting memory impact stocks, with the gap exceeding 7% compared to memory prices [1] - Despite the focus on the software and other market segments, the fundamentals of the memory market remain unchanged, and unless there is a significant slowdown in capital expenditures, the increasing prevalence of artificial intelligence is expected to further boost demand [1] - Memory-related stocks have seen their expected earnings grow by over two times, while the earnings of memory input cost-related stocks have lagged behind the market [1]