中文翻译
同意。记忆芯片 / 光子相关标的在更广泛的宏观抛售里还能撑住，原因就是它们的净利润（存储）和收入增长（光学）都高得离谱。 如果没有伊朗战争，$MU 可能会高得多，但核心观点仍然成立：绝大多数重估发生在财报前，而不是财报当天，除非真的出现重大意外。
· 方法论
说明存储与光子股在宏观下跌中仍然坚挺，因为利润与增速过高，重定价通常发生在财报前。
涉及标的： $MU
英文原文
Yep agreed. Reason why memory/photonics is holding up against broader macro selloffs is that their net income (for memory) and revenue growth (for optical) are just way too high. If there were no Iran war $MU would likely be tons higher, but the core point still stands that most repricing happens before earnings, not on the actual day, unless there's a genuine surprise.