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茉莉花清茶
茉莉花清茶
Micron Q4:营收542.3亿(预期510亿),EPS 33.42(预期31.61),毛利率87%。下季指引营收615亿、EPS 38.15,全超预期——连续8次了。 盘后反而跌0.5%:超预期本身已经是基线,打不出涨幅。 电话会真料:2027–2028年供需会比今年更紧,"看不到回平衡的时点"。DRAM单季涨价高双位数,NAND涨30%。 存储涨价不是周期尾声,是缺货刚开始。 $MU
DRAMUSDTPerp3xBuyOpen position
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Snapshot at Oct 01, 2026, 14:38

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