群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张
群联预计NAND Flash控制芯片第一季度为全年低点，随着NAND原厂涨价和DeepSeek推动AI边缘装置发展，NAND供需下半年可能紧张，全年业绩有望超过去年。
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群联：DeepSeek带动AI边缘装置效应显现，NAND供需有望在下半年趋于紧张 36Kr
群联：DeepSeek带动AI边缘装置效应显现 NAND供需有望在下半年趋于紧张 格隆汇/财联社
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A spike in interest rates since the start of the year has accelerated a rotation out of high-growth technology stocks and into value stocks poised to benefit from a reopening of the economy. The Nasdaq has fallen more than 10% over the past month as the Dow has soared to record highs, with a spike in the 10-year US Treasury yield acting as the main catalyst. It recently surged to a cycle high of more than 1.60% after starting the year below 1%. But according to Jim Paulsen, the Leuthold Group's chief investment strategist, rising interest rates do not represent a long-term threat to the stock market. Paulsen expects the 10-year yield to cross 2% by the end of the year. A spike in interest rates and its impact on the stock market depends on the economic backdrop, according to Paulsen. Rising interest rates amid a strengthening economy "may prove no challenge at all for stocks," Paulsen said.
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