EPISODE · Jun 25, 2026 · 5 MIN
EP101 | 内存翻身封利润王，芯片股冰火两重天
from AHA Daily
美光营收一夜翻四倍、毛利率反超英伟达成新利润王，高通跳涨15%，博通为OpenAI造定制芯片叫板英伟达；同板块Cerebras却跌破发行价。三大指数分化，道指逆涨、纳指走弱；美联储压测放行银行回购，比特币跌破六万创2024年10月新低。
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EP101 | 内存翻身封利润王，芯片股冰火两重天
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