#股票财报季
The earnings season is gradually gaining momentum starting this week, with Micron leading the charge tonight. If I were to pick one sector to focus on over the coming months, I would concentrate on the AI compute chain, particularly memory and semiconductor equipment.
Let me first explain the rationale behind this direction. According to the latest forward-looking data from Zacks, the S&P 500 is expected to deliver overall earnings growth of 23.9% in Q3, with the technology sector at +41.9%, energy at an even more striking +111.5%, and aerospace and defense reaching +159.5%. However, the growth rates in energy and aerospace are largely driven by low base effects and geopolitical factors, rendering their sustainability questionable. The technology sector is different, as it is driven by genuine demand. Micron's EPS for this quarter is projected to grow 938% year-over-year, with revenue growth of 349%. These figures may appear alarming, but they are underpinned by simultaneous increases in both volume and pricing for HBM and server DRAM, rather than one-off factors.
By the way, if you are a beginner who is still endlessly watching the market every day, then join my chat room, click the copy-trading feature, and embark on your high-yield journey.
$NVDA.US $SNDK $SPCX
The earnings season is gradually gaining momentum starting this week, with Micron leading the charge tonight. If I were to pick one sector to focus on over the coming months, I would concentrate on the AI compute chain, particularly memory and semiconductor equipment.
Let me first explain the rationale behind this direction. According to the latest forward-looking data from Zacks, the S&P 500 is expected to deliver overall earnings growth of 23.9% in Q3, with the technology sector at +41.9%, energy at an even more striking +111.5%, and aerospace and defense reaching +159.5%. However, the growth rates in energy and aerospace are largely driven by low base effects and geopolitical factors, rendering their sustainability questionable. The technology sector is different, as it is driven by genuine demand. Micron's EPS for this quarter is projected to grow 938% year-over-year, with revenue growth of 349%. These figures may appear alarming, but they are underpinned by simultaneous increases in both volume and pricing for HBM and server DRAM, rather than one-off factors.
By the way, if you are a beginner who is still endlessly watching the market every day, then join my chat room, click the copy-trading feature, and embark on your high-yield journey.
$NVDA.US $SNDK $SPCX