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Posts三月国内 CPI 较为疲软之后，还是要重点关注后面经济数据的趋势，而本周除一季度 GDP 外，重点关注 3 月社零数据，而当周美国也会发布 3 月社零情况。
除宏观外，本周美股开始逐步进入科技股的财报季。海豚君关注的公司当中，阿斯麦、台积电和奈飞会相继发布业绩，重点关注通过阿斯麦对订单情况的描述，来了解 AI 的需求何时能够传导到最上游的设备开支。
而奈飞这个周期之内，由于竞争放缓（迪士尼持续调整）、打击共享账户等等，持续交付较强的订阅用户增长，但在当前公司估值已不算太低的情况下，海豚君重点关注，共享账户打击何时进入尾声，从而导致公司需要重拾提价逻辑。
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