Thornburg's Di Zhou Sees Memory Supercycle

Juil 10, 2026 - 12:05
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SK Hynix's US debut is off to a strong start, with its ADRs indicated to open above the offering price. Di Zhou, portfolio manager at Thornburg Investment Management, says, "We're currently in a memory supercycle. Fundamentals are very strong, and SK Hynix is one of the highest-quality pure-play memory companies globally." She speaks on Bloomberg Open Interest. (Source: Bloomberg)

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