美光利润暴增15倍，AI服务器高带宽内存短缺
FT: Micron just reported a 15-fold profit jump because AI servers are now short…
FT: Micron just reported a 15-fold profit jump because AI servers are now short of high-bandwidth memory, the stacked memory that keeps GPUs fed with data.
The shortage gives Micron rare pricing power, with adjusted gross margin reaching 84.9%, compared with 39% a year earlier.
ft .com/content/9b739203-3274-43f1-b61e-c1905061d32a
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力