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我的币比我的命还惨
存储财报这两天确实炸，HBM4排产喊到2030，听着像永动机。😐我不否认AI服务器有真拉货，但“真需求”和“金融化备货”现在混在一口锅里，财报越漂亮，预期越打满，越像把未来几年的好日子一次性定价。
我盯的不是今晚哪个数字超预期，是资金成本这把刀。低利率时库存是资产，高利率时库存就是负债；锁单越猛、扩产越凶，终端一旦拐头，反噬也越快。📉
空单浮亏我认，账面不好看就是不装。但低频大注不靠一根阳线改逻辑：超级周期若靠“需求无限＋融资不要钱”续命，等利率落下来，才知道谁在裸泳。论点没破，我拿得住；破了再认，不嘴硬。📉
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