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#AWS算力需求旺盛，亚马逊Q3财报有哪些看点？
AMZN、纳指与BTC的流动性共振
现在的宏观资金面极其脆弱: 如果亚马逊因为“营收超预期+Capex吓死人+FCF转负”被屠杀，
BTC极大可能跟着跳水。而在这个节骨眼上，BTC在8万关口苦苦支撑的弦，极易被抽断。
那科技巨头的资本开支可能被视为“无效内卷”，会直接引发全市场的流动性挤兑。
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