Post
MDM420xx
高盛：
雲端服務商巨頭, 此刻現金流處於拐點
明年起將大幅改善
特別點名
Meta, Google, Amazon, Microsoft , Oracle
個人重倉ORCL, 目前浮虧近7位數美金
一股不賣, 持續做多, 我相信算力會是風口
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