# Emad Mostaque：不看好内存，详情待续

- 来源：Emad (@EMostaque)
- 发布时间：2026-08-02 17:40
- AIHOT 分数：34
- AIHOT 链接：https://aihot.virxact.com/items/cmsbmk9iz0k3wrohvocpwvn67
- 原文链接：https://x.com/EMostaque/status/2083850432347046213

## AI 摘要

我不看好内存。更多内容稍后发布..

## 正文

I am not bullish on memory. More soon..

### 引用推文

> P Equity Research 📰：UBS estimates that hyperscalers will spend $761 billion or 73% of their CapEx in 2027 on memory. "This suggests upside to overall hyperscalers capex, but also r...