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洛洛ci
本季财报“小幅超预期”是基准情形，但市场不会只因为beat就买单；真正决定涨跌的是“涨价周期还能不能往下传、下季指引够不够硬”。
当前股价在1400美元附近（10/28收盘1404.77），隐含预期已经很高，容错率偏低。
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