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記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。 @IEObserve 國際經濟觀察
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記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。

美光 #財測
營收為37-41億美元，中值39億略高於預期的38.7億
毛利率為-10.5%，誤差範圍2.5%。
EPS為-1.34美元，誤差範圍0.07美元，低於市場預期的-1.19

美光的CEO認為記憶體行業的低谷已經過去，行業供需平衡恢復預計利潤率會改善。

美光更詳細的財報與電話會議速覽，美光不意外的也在畫AI大餅
https://vocus.cc/article/649cba0ffd89780001a79a1f

Patreon版本：https://www.patreon.com/posts/85282086

IEObserve 國際經濟觀察
記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。

美光 #財測
營收為37-41億美元，中值39億略高於預期的38.7億
毛利率為-10.5%，誤差範圍2.5%。
EPS為-1.34美元，誤差範圍0.07美元，低於市場預期的-1.19

美光的CEO認為記憶體行業的低谷已經過去，行業供需平衡恢復預計利潤率會改善。

美光更詳細的財報與電話會議速覽，美光不意外的也在畫AI大餅
https://vocus.cc/article/649cba0ffd89780001a79a1f

Patreon版本：https://www.patreon.com/posts/85282086
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Telegram auto-delete message, expiring invites, and more

elegram is updating its messaging app with options for auto-deleting messages, expiring invite links, and new unlimited groups, the company shared in a blog post. Much like Signal, Telegram received a burst of new users in the confusion over WhatsApp’s privacy policy and now the company is adopting features that were already part of its competitors’ apps, features which offer more security and privacy. Auto-deleting messages were already possible in Telegram’s encrypted Secret Chats, but this new update for iOS and Android adds the option to make messages disappear in any kind of chat. Auto-delete can be enabled inside of chats, and set to delete either 24 hours or seven days after messages are sent. Auto-delete won’t remove every message though; if a message was sent before the feature was turned on, it’ll stick around. Telegram’s competitors have had similar features: WhatsApp introduced a feature in 2020 and Signal has had disappearing messages since at least 2016.

記憶體大廠Micron美光公布的Q2財報，營收年減-57%至37.5億，高於市場預期的36.7億。虧損小於預期，EPS -1.43 也高於市場預期的 -1.73。毛利率回升到-16.1%，比公司預期的毛利率-21%更高。

IEObserve 國際經濟觀察 TG
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