$美光科技(MU)$_老虎社区_美港股上老虎

$MU 正在进入其历史上最强劲的盈利周期。AI 不仅仅在提振内存需求；它正在从根本上改变行业的定价能力、产品组合和盈利能力。高带宽内存、高端 DRAM 和数据中心 SSD 都在扩大利润率，同时供应保持克制。

如果 AI 基础设施支出保持正轨，Micron 到 2030 年的利润潜力可能超过整个 Mag7 在 2026 年的总利润。

IBM将于今日盘后发布Q2财报。上一季它营收不及预期、股价暴跌逾20%并带崩整个软件板块，还点出"客户把资本开支转向硬件"的风格切换信号，令市场记忆犹新。本次焦点：软件与咨询业务能否企稳、混合云与AI订单（watsonx）的兑现，以及现金流与全年指引。最大争议是企业IT预算是否仍在"从软件流向硬件"。当上一季的暴雷阴影未散，IBM这次是止血反弹，还是二次证伪软件需求？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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帅帅的爸爸
07-14
帅帅的爸爸
真敢吹啊，饼都给你一个人吃了算了，敢不敢内存一条一万美金

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