截至 2024 年 9 月 30 日的季度集团收入为 6590 万令吉，而截至 2023 年 9 月 30 日的季度为 5520 万令吉，增长了 19.3%。 收入的增加主要是由于与硬盘驱动器 (“HDD”) 组件相关的收入增加。

然而，集团截至 2024 年 9 月 30 日的季度税前利润报告亏损 490 万令吉，而截至 2023 年 9 月 30 日的上一年度相应财务季度的利润为 540 万令吉。 这一损失主要归因于外汇损失 1640 万令吉。

亏损是，之前库存用美元计价，还是流动现金都是维持美元？还是什么，有谁知道？

Western Digital Q1F25
Revenue from HDD +10% QoQ, +85% YoY
ASP of HDD Q1F25 $164, up from $163 QoQ and $112 YoY.
Cloud customer continue to contribute positively. HDD is having market tailwind now.
The only concern for DUFU 3QF24 is FX loss only as it has been shown in Vitrox latest earnings, but still hopeful that the gain from volume and better ASP can mitigate any FX risk.

The rise of AI is rooted in web3, and virtual currencies require economical and practical HDDs when using blockchain.

Bitcoin full (verification) nodes need to store two types of data:
One is block data;
The second is status data.
In these two sets of data, the mixed effect of SSD and HDD is exerted. In other words, they both have their own advantages.

机会与风险，不同投资者， 不同看法。