我估計最少跌倒410,有可能低下400。 當然不是說明天就到,但趨勢下降

來源: 2024-10-30 16:48:07 [舊帖] [給我悄悄話] 本文已被閱讀:

Q2 revenue below previous guidance。

Q2 Azure growth 31% below 32.5% expectation, while CapEx continue to rise.

PE 32 highest among all Mag7 except NVDA and TSLA.

Not looking very promising