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Likes ReceivedBut have you ever thought: what does a memory manufacturer need to do to expand production?
It needs to buy machines, a whole bunch of precision equipment for manufacturing memory.
Thus, the money flows upstream along this river for another layer — flowing into the hands of the "machine makers."
$Applied Materials(AMAT.US)$Lam Research(LRCX.US)$KLA(KLAC.US)
AI 的钱，又往上游流了一层
昨晚看盘，应用材料（AMAT）突然跳了 10% 多，冲上历史新高。满屏的人都在刷：又一只 AI 股嗨了。可我盯着那根大阳线，心里冒出来的，是另一句话 ——AI 的钱，又往上游流了一层。这家叫"应用材料"的公司，你大概率没怎么听过。它不造芯片，也不造内存。它造的，是"造芯片的那台机器"。而昨晚，钱流到了它这儿。一、先把这条"钱的河流"画出来这几个月，我一直在写同一件事：AI 时代的钱...
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