中文翻译
我只想说，与其关注宏观数据，不如追踪内存价格涨幅和超大规模云服务商的预测可能更好。 宏观数据的影响主要是间接的，体现在能源成本（转嫁成本）以及流动性和波动性上。 话虽如此，隔夜数据往往会大幅夸大市场波动，因此可以利用这一点来获利。
· 方法论
建议追踪内存及云厂商预测而非宏观，利用隔夜波动获利。
英文原文
I would only say it might be better to track memory hikes and hyperscaler projections over macro. Consequences are mainly indirect in terms of energy costs (pass through cost) and just liquidity/volatility. That being said overnight does exaggerate movements a lot so could always take advantage of that