半導體風向球美光Data Center營收再繳出驚人成績年增400%，首次在總營收佔比超過50%。AI HBM需求強勁較上季翻倍，2025產能已滿。但是PC和Mobile的需求疲軟，NAND產能過剩正在下調預期和降低資本支出。
$MU Q4財報營收年增84%至87億符合預期，EPS $1.79 高於市場預期的1.73。不過 Micron 對2025 Q1的財務預測相當保守，預期營收約79億美元，換算年增率大幅下滑至35.6%，低於預期的89.9億，調整後EPS 預期$1.43，同樣遠低於市場預期的1.91美元。
這個保守的展望反映了消費性市場的疲軟，以及客戶庫存調整的影響，抵銷了強勁的AI HBM成長。
更多各產業的預估在這篇 https://vocus.cc/article/676363bdfd89780001fb01b8
Patreon版本：https://www.patreon.com/posts/118272243?pr=true
“To the extent it is used I fear it’s often for illicit finance. It’s an extremely inefficient way of conducting transactions, and the amount of energy that’s consumed in processing those transactions is staggering,” the former Fed chairwoman said. Yellen’s comments have been cited as a reason for bitcoin’s recent losses. However, Yellen’s assessment of bitcoin as a inefficient medium of exchange is an important point and one that has already been raised in the past by bitcoin bulls. Using a volatile asset in exchange for goods and services makes little sense if the asset can tumble 10% in a day, or surge 80% over the course of a two months as bitcoin has done in 2021, critics argue. To put a finer point on it, over the past 12 months bitcoin has registered 8 corrections, defined as a decline from a recent peak of at least 10% but not more than 20%, and two bear markets, which are defined as falls of 20% or more, according to Dow Jones Market Data.
With Telegram, you can send messages, photos, videos and files of any type (doc, zip, mp3, etc), as well as create groups for up to 200,000 people or channels for broadcasting to unlimited audiences. You can write to your phone contacts and find people by their usernames. As a result, Telegram is like SMS and email combined — and can take care of all your personal or business messaging needs. In addition to this, we support end-to-end encrypted voice calls.
Telegram is a messaging app with a focus on speed and security, it’s super-fast, simple and free. You can use Telegram on all your devices at the same time — your messages sync seamlessly across any number of your phones, tablets or computers.
Telegram is for everyone who wants fast and reliable messaging and calls. Business users and small teams may like the large groups, usernames, desktop apps and powerful file sharing options. You can appoint admins with advanced tools to help these communities prosper in peace. Public groups can be joined by anyone and are powerful platforms for discussions and collecting feedback.In case you're more into pictures, Telegram has animated gif search, a state of the art photo editor, and an open sticker platform (find some cool stickers here or here). What's more, there is no need to worry about disk space on your device. With Telegram's cloud support and cache management options, Telegram can take up nearly zero space on your phone.
Unlike WhatsApp, Telegram is a cloud-based messenger with seamless sync. As a result, you can access your messages from several devices at once, including tablets and computers, and share an unlimited number of photos, videos and files (doc, zip, mp3, etc.) of up to 2 GB each. And if you don't want to store all that data on your device, you can always keep it in the cloud.Thanks to our multi-data center infrastructure and encryption, Telegram is faster and way more secure. On top of that, Telegram is free and will stay free — no ads, no subscription fees, forever.
Yes! Voice calls are currently available to users around the world.
Many modern travelers appear to struggle with managing various aspects of their finances simultaneously while abroad, such as banking, budgeting, investing, trading, and saving. It is important to have apps installed on the device that will help you carry out these necessary tasks.
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