
Post

Qqqqqwe
机构已在财报前持续上修:一致预期营业利润从74万亿→76.8万亿→花旗看81.3万亿(高出原共识约8%)
驱动硬:HBM4长协锁价 + DRAM/NAND涨价 + AI推理KV-cache需求,盈利可见度极强
历史:连续多季beat,Q2已创纪录,Q3是“周期+AI”双击,数字层面最容易超
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!



