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陈副业
陈副业
财报夜两家交卷，一个涨3.4%一个涨1.3%，市场买的是同一件事：烧钱有没有换来增长。 一家营收646亿同比+26%，每股收益7.4美元超预期，但99亿诉讼拨备把经营利润砍掉37%，自由现金流转负21亿，资本开支上调到1350-1450亿全砸AI。 另一家营收280亿符合预期，营业利润掉56%，研发从16亿涨到27.6亿，自由现金流转正15.3亿，毛利率回18.5%。 两家都没卖币，合计还压3万枚BTC。大饼今晨+2.1%报84650。Q4你押AI还是机器人？$BTC $ETH
$BTC-0.73%
$ETH-0.19%
10:02 · 10/22/26·5.4K views·Posted on OKX Orbit

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