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無偽
除了google其他财报都是大概率超预期的，所以没漏可捡（这才是健康的市场）
robinhood加密收入同比大幅下滑（可以认为腰斩了），但是其他业务额补进来了，市场主流认为概率在68％
海力士大概率超预期，但是韩元走强会压低美元计价的eps，q2有巨额营业收入所以强调了q3算的是normalized，估计是汲取了meta和google的失误，我认为比闪迪超预期的概率稍低，大约75％
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