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Growth\uff09\u7ea640%\u7684\u589e\u957f\u6765\u81ea\u534a\u5bfc\u4f53\uff0c\u6838\u5fc3\u539f\u56e0\u4e0e\u201c\u8d85\u5927\u89c4\u6a21\u4e91\u670d\u52a1\u5546\u201d\uff08hyperscaler\uff0c\u6307\u4e9a\u9a6c\u900aAWS\u3001\u5fae\u8f6fAzure\u3001Google\u7b49\u5927\u578b\u4e91\u8ba1\u7b97\u516c\u53f8\uff09\u7684\u8d44\u672c\u652f\u51fa\u8ba1\u5212\u7ed1\u5b9a\u3002\u4e0d\u8fc7\uff0c\u4e0a\u8c03\u76c8\u5229\u9884\u671f\uff08earnings upgrades\uff0c\u5206\u6790\u5e08\u628a\u672a\u6765\u76c8\u5229\u9884\u6d4b\u8c03\u9ad8\uff09\u770b\u8d77\u6765\u975e\u5e38\u96c6\u4e2d\uff0c\u6807\u666e\u516c\u53f8\u4e2d\u4f4d\u6570\uff08median\uff09\u51e0\u4e4e\u6ca1\u6709\u4e0a\u8c03\uff0c\u751a\u81f3\u63a5\u8fd1\u4e0d\u53d8\u3002<\/p>\n<p>\u7f8e\u5149\u79d1\u6280\uff08Micron Technology\uff09\u5360\u6574\u4f53EPS\u4e0a\u4fee\u7684\u4e00\u534a\u4ee5\u4e0a\uff0c\u5e02\u573a\u5171\u8bc6\u9884\u6d4b\uff08consensus 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move\uff0c\u6307\u7ed3\u679c\u504f\u5411\u201c\u8981\u4e48\u5927\u6da8\u3001\u8981\u4e48\u5927\u8dcc\u201d\uff09\u3002<\/p>\n<h3>\u56f4\u7ed5\u8d44\u672c\u5f00\u652f\u6307\u5f15\u7684\u6ce2\u52a8\u7387\u5e03\u5c40<\/h3>\n<p>\u5728\u9884\u671f\u5e02\u573a\u5c06\u51fa\u73b0\u5927\u5e45\u91cd\u65b0\u5b9a\u4ef7\uff08repricing\uff0c\u6307\u5e02\u573a\u5feb\u901f\u6539\u5199\u4f30\u503c\uff09\u4e4b\u4e0b\uff0c\u4e70\u5165\u6ce2\u52a8\u7387\uff08buying 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to the downside\uff0c\u6307\u4e0b\u8dcc\u7684\u5e45\u5ea6\/\u6982\u7387\u53ef\u80fd\u66f4\u5927\u6216\u66f4\u7a81\u7136\uff09\u3002\u8d39\u57ce\u534a\u5bfc\u4f53\u6307\u6570\uff08SOX\uff0c\u4ee3\u8868\u7f8e\u56fd\u4e3b\u8981\u534a\u5bfc\u4f53\u80a1\u7684\u6307\u6570\uff09\u4eca\u5e74\u5df2\u4e0a\u6da8\u8d85\u8fc735%\uff0c\u80a1\u4ef7\u4e0d\u4ec5\u53cd\u6620\u5f3a\u52b2\u652f\u51fa\uff0c\u8fd8\u53cd\u6620\u652f\u51fa\u7ee7\u7eed\u52a0\u901f\u3002\u6211\u4eec\u8ba4\u4e3a\uff0c\u5728\u534a\u5bfc\u4f53\u6807\u7684\u4e0a\u4e70\u5165\u770b\u8dcc\u671f\u6743\uff08puts\uff0c\u770b\u8dcc\u671f\u6743\uff1a\u4ef7\u683c\u4e0b\u8dcc\u53ef\u83b7\u5229\u7684\u671f\u6743\uff09\u6216\u770b\u8dcc\u4ef7\u5dee\uff08put 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