Many people study financial reports, many people study profits. But over the past few years, I've become increasingly convinced of one thing —
A company's profit is often the endpoint of another company's capital expenditure.
So I research AI infrastructure, not because it's the sexiest, but because I want to know: where exactly is the money flowing in the AI era.
$Micron Tech(MU.US)$NVIDIA(NVDA.US)$XL2CSOPHYNIX(07709.HK)
美光单季净赚 280 亿美元，但这份炸裂财报里最重要的，不是超预期
就在两个小时前，天还没亮，我爬起来听了美光（Micron）的电话会直播——一边听，一边盯着财报，一边在想一件事。先说财报本身，一句话：炸裂。这一个季度，美光营收同比涨了三倍多，单季净赚约 280 亿美元，毛利率冲到 86%，还顺手把下个季度的指引拉到 500 亿——比华尔街原本估的高出一大截。等天亮，各大平台大概率会被一个词刷屏：超预期。营收超预期、利润超预期、毛利率超预期。这个词没说错...
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