存储，sk海力士业绩_老虎社区_美港股上老虎

存储，sk海力士业绩大增，说明这是一个比台积电更疯狂的赛道。ai继续向着纵深发展。大资金不犹豫英伟达，小资金储存，光缆

四大科技巨头将于北京时间4月30日凌晨集中交卷——谷歌、微软、Meta、亚马逊合计资本开支规模直逼6000亿美元，钱还在往AI基础设施里涌。苹果将于北京时间5月1日发布财报。本周挑战在于，巨头财报需要证明资本开支，特别是云计算的收入增速是赚钱且另市场满意的。【在目前增速预期均不低的情况下，大家看好各家财报表现吗？你会选择绩前or绩后布局？】

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