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Jealousy尼卡
Jealousy尼卡
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#财报观察员:美光财报临近,AI存储需求成焦点 美东时间9月30日盘后,中国时间10月1日凌晨4点多万众瞩目的 美光 $MUB 就要公布财报了。 其实在目前的市场环境下内存厂商的利润肯定好看,股价到底能不能涨主要还是看对明年Q1的指引和2027年供需/订单情况,以及有没有什么回购这种额外利好。 我查了一下今天9月30号最新的内存报价,D5的内存价格依然在天上,说一句“内存是奢侈品”一点都不夸张。4800hz的32G单条还是要5000人民币,64G的5600hz甚至要13500人民币 😭😭😭,想买电脑的可以再等等了。
Jealousy尼卡
Jealousy尼卡
The meeting between China and the US has ended, and both the US stock market and the A-shares have started to pull back. Several data points and earnings reports will be released this week, which will not only affect the US stock market but some will also directly impact the crypto space. September 30: US PCE inflation data September 30: $MU Micron earnings report October 1: ISM Manufacturing PMI October 2: US Nonfarm Payrolls Especially the PCE and Nonfarm data, these two will directly influence the market's judgment on subsequent Federal Reserve policies. The $MU earnings report is an important observation point for the AI hardware sector. Micron has officially confirmed that the earnings report will be released on September 30.

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