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波浪理论学习—备忘录fan
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One or more concerns in the post
英伟达
本季度自由现金流断崖式下降。原因是大家赊账拿货。除了
苹果
,
微软
/谷歌/梅塔/
亚马逊
等都出现严重的自由现金流下降。一句话,AI竞赛吃光了他们库里的钱。这绝不是好信号!
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