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Micron's earnings report is explosive, with revenue, EPS, gross margin, and future guidance all significantly exceeding market expectations. This not only revives U.S. memory and related technology stocks. Samsung, SK Hynix, and a series of domestic memory companies will all benefit.
In July and August, the domestic interim report season will likely see memory and semiconductor equipment companies' earnings far exceeding expectations. Samsung and SK Hynix successfully executed T+0 trades.