黃老闆發話了,我們如何跟他發財。

尼可拉斯楊Live精 January 8, 2026
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moomoo 美國開戶連結:https://start.moomoo.com/0zHMIF moomoo 其他國家開戶連結:https://start.moomoo.com/0y7C4G 美國新客好禮:最高可获得$1000* 英偉達 + 8.1% APY (限時 2 個月 新加坡新客好禮:入金 S$5,000,得 S$100*英偉達+S$60 交易回饋券 馬來新客好禮:最高得 2200RM 好禮+6% pa(限時 30 天) 澳洲新客好禮:入金 2500AUD 共 15 次抽贈股 香港開戶富途牛兌換碼:Nicolas 香港牛牛:最高得$1800 港幣+額外$200 現金券 免責聲明: *活動附帶條款和條件,其他費用適用。投資有風險,此文不構成任何投資建議。股票獎勵的價值將根據其市場情況而變化。投資於資本市場產品涉及風險。本文所表達的全部觀點均來自尼可拉斯楊的獨立意見。 moomoo 證券(新加坡)及其相關公司均不內容及觀點負責。此廣告未經新加坡金融管理局審查 —————— 主頻道:https://www.youtube.com/@NicolasYoung 副頻道:https://www.youtube.com/@nicolasyounglive —————— 黃仁勳在 CES 2026 的一句話,直接引爆了全球存儲市場!輝達(Nvidia)老闆金口一開,美光(Micron)、西部數據、SK海力士應聲暴漲。這不僅僅是一次短期的股價波動,而是標誌著美國 AI 淘金熱正式進入了「第二階段」——數據中心的新基建時代。 本期影片是我的個人投資日記,深入複盤了 2026 年美國數據中心高達 2.5 萬億美元的宏大藍圖。如果說 GPU 是 AI 的心臟,那麼 HBM 和 DDR5 記憶體就是 AI 的神經。隨著 Blackwell 迭代到 Rubin 平台,不僅算力提升 5 倍,對記憶體的需求更是指數級增長。 但我並沒有盲目追高。在影片中,我分享了一個來自深圳華強北的「神奇指標」,通過觀察 DDR5 和 DRAM 的現貨價格走勢,我們可以比華爾街更早預判美光和海力士的股價頂底。同時,我也提出了對 2026 年美股可能出現 15% 修正(Correction)的風險預警,散戶瘋狂加槓桿之時,往往就是危機潛伏之日。 除了記憶體,影片最後我還埋伏了下一個「百倍風口」。當數據中心建設完畢,2027 年後的最大瓶頸將不再是晶片,而是能源(電力、石油、天然氣)。這可能才是我們一生一次的終極機會。 A single sentence from Jensen Huang at CES 2026 ignited the global storage market. With one statement from the CEO of NVIDIA, stocks like Micron, Western Digital, and SK hynix surged simultaneously. This was not just a short-term price spike. It marked a clear turning point: the U.S. AI gold rush has officially entered its “second phase” — the era of data-center infrastructure. This episode is my personal investment journal, where I deeply review the massive US$2.5 trillion U.S. data-center blueprint projected for 2026. If GPUs are the heart of AI, then HBM and DDR5 memory are its nervous system. As NVIDIA moves from Blackwell to the Rubin platform, computing power is expected to increase by five times, while demand for memory will grow exponentially, not linearly. However, I did not blindly chase prices higher. In the video, I share a “hidden indicator” from Huaqiangbei, Shenzhen. By tracking real-time DDR5 and DRAM spot price movements, we can often anticipate Micron and SK hynix stock tops and bottoms earlier than Wall Street. At the same time, I issue a clear risk warning: there is a real possibility of a 15% correction in U.S. equities in 2026. When retail investors start leveraging aggressively, risk is usually building quietly beneath the surface. Beyond memory, the final part of the video positions the next potential “100x opportunity.” Once data-center construction is completed, the biggest bottleneck after 2027 will no longer be chips, but energy — electricity, oil, and natural gas. This may well be a once-in-a-lifetime opportunity. ⸻ 📌 投資風險免責聲明 本頻道所有內容僅代表個人觀點與研究分享,僅供學習與參考,不構成任何形式之投資建議、投資邀約或買賣推薦。 金融市場具有不確定性與波動風險,過往表現不代表未來結果。任何投資決策請依自身財務狀況與風險承受能力獨立判斷,盈虧自負。本頻道對因使用相關內容所產生之任何直接或間接損失,概不負責。 📌 Investment Disclaimer All content on this channel reflects personal opinions and research and is provided for educational and informational purposes only. It does not constitute investment advice, recommendations, or solicitation. Financial markets involve risk, and past performance does not guarantee future results. Viewers are responsible for their own investment decisions. The channel assumes no liability for any losses incurred.

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