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Serenity believes that AI infrastructure procurement demand is growing, but AAOI and data center colocation service provider stocks have fallen sharply; it judges that after earnings season, 2026 year October may become an investment opportunity.
Morgan Stanley said that the low P/E ratios of Samsung and SK SK hynix may indicate that the storage industry is approaching the top of the cycle. Supply is expected to increase in the second half of 2027 year, and the room for continued gains in storage stocks is facing a test.
According to BIT market data, NVIDIA's forward 12-month P/E ratio has fallen below 17 times, approximately half the level in 2025 and below this year's May level of more than 25 times.