今天继续涨价逻辑

Group 1 - The core viewpoint of the article highlights the recent market dynamics where the demand side, particularly companies involved in capital expenditures (capex), are anticipated to reveal more insights during their earnings reports at the end of January [1] - The article emphasizes that the recent rise in the U.S. stock market is driven by a pricing logic, with Micron Technology serving as a benchmark for this trend [1] - Financial characteristics such as improved gross margins and business features like supply shortages are noted as key factors contributing to the pricing logic in the AI industry, indicating that certain segments are earning excess profit margins [1] Group 2 - The article mentions that the phenomenon of rising gross margins is not limited to specific sectors but is spreading across various industries, including aluminum, which is also experiencing this overflow logic [2]