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#财报观察员：好市多业绩超预期，美光接棒 Costco's earnings exceeded expectations, highlighting the resilience of U.S. consumer spending, which also provides fundamental support for the Federal Reserve to maintain high interest rates. The next focus is Micron (MU)'s earnings report, regarded as the "midterm exam" for the memory chip industry. The key point is whether the demand for HBM, DRAM, and NAND driven by AI servers can continue to translate into strong revenue and profit growth. Recent volatility in memory stocks indicates that market expectations are already very high. If Micron's guidance on October 1 falls short of expectations, it could easily trigger a tech stock pullback characterized by "buy the rumor, sell the fact." Overall, the AI computing power logic remains solid, but in the short term, caution is needed regarding the risk of earnings realization and industry cycle fluctuations after the report is released.