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陈副业
存储芯片巨头美光财报出炉：第四财季收入542.3亿美元，环比增约31%，核心数据中心业务收入180亿，环比暴增56%，还给下季开了615亿美元指引，比本季再高13%。数据说明内存和AI数据中心需求确实硬，但要分清：本季增长已兑现、持续性没兑现，指引只是预期不是收入；财报季也不等于币圈叙事，芯片景气能否传导到BTC，得看同期价格、成交和宏观，别拿发布时间硬套因果。$BTC
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