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"content": "把总问上次赌对波段，但是太激进被套高处的snow怎么办？\n\n短期关键变数在12月财报。\n\n当下两巨头的云进度，即便亚马逊不及预期，整体板块发展高增速不变，对它的业务足够利好。\n\n云的增长，是资本支出基建模块的延迟反应。\n仅这块增速放缓要体现在财报上，最快也要27年二季报。\n所以趋势判断不急着变。 https://media.libernet.app/s/P33aT8.jpg https://media.libernet.app/s/jnzvSg.jpg https://media.libernet.app/s/Y5P7rS.jpg",
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