The tech earnings season is showing clear divergence: SK hynix, Microsoft, and Google are pillars for the bulls; Samsung is under pressure after missing expectations, while Intel is a potential risk. The fundamentals behind the AI computing and storage theme remain solid, but some leaders have already priced in the good news, making a volatile “buy the rumor, sell the news” pattern more likely. Combined with pressure from expectations of Fed rate hikes, this is neutral to mixed for BTC and ETH—not an unequivocal strong bullish signal.#谷歌财报能否守住基本盘 #微软财报能否兑现ai红利