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各周期结果成熟中 · 约 13 个交易日后揭晓
1d
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5d
✓ +3.7%
21d
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原帖
Rihard Jarc · 2026-06-01
» Companies rarely bypass the hyperscaler once the scaling begins. « The most underrated theme in the market right now, as investors haven't done enough research on how AI production workloads actually look like vs pilots. $AMZN, $MSFT, $GOOGL.
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