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陈副业
又是一份"数字很好、股价不认"的财报。营收542亿，市场原本预期510亿附近；调整后EPS 33.42，预期只有31.7；下季指引营收600亿到630亿、EPS 37到39，全面高于预期。结果盘后只微涨——超预期早被提前买完了。
我不追"业绩好就买"。得看开盘：不破前高就等回踩再进，直接砸下来也别抄第一下。先看今早有没有跳空缺口，缺口不补再谈加仓。财报给的是确定性，节奏才决定收益。
$MU
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