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虚境观潮
#台积电Q3净利润超预期，盈利创历史新高
利润爆表，股价却先跑为敬。台积电净利创纪录，三星单季利润破百万亿韩元，费半照样从高点回撤超12%。
市场不是不信AI有需求，是开始算另一笔账：云厂商自由现金流转负，算力租赁商靠高息债撑资本开支，利率一抬，融资链条先紧。
利润是后视镜，钱能不能持续便宜地流进来，才是这轮周期真正的软肋。
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