Traded ValueGood article, worth reading.
从美光财报，看 AI 基础设施。
周三晚上，早早给孩子洗漱、哄睡以后，我立马回到电脑前，到处翻看网友们对美光财报的预期。财报还没公布，评论区已经热闹了起来。开盘看了一会儿行情，定了 3.30 的闹铃，然后带着忐忑的心情在书房睡几个小时。凌晨 3 点半爬起来一看，MU 整体走势和我预期差不多，并没有特别大的波动。本来以为市场还在等财报，没想到临近收盘前最后几分钟，股价突然快速拉升到了 1050 美元附近。看着突然拉起来的 K 线...
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