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币圈财色双收
Sony营业利润增长45%，但这不是科技股全面免疫抛售
Sony FY2026
Q2销售额3.429万亿日元，同比增长10%；营业利润6,223亿日元，同比增长45%。公司利润表现强劲，恰好与AI和半导体板块大跌形成反差。市场正在区分有现金流的成熟业务与高资本开支故事。对$BTC 而言，真正重要的是风险偏好是否只惩罚高估值资产。
#索尼Q2营业利润增长45%，上调全年业绩指引 #美国10月非农超预期，12月加息押注升温 #美股遭大幅抛售：费城半导体指数创2020年3月以来最大单日跌幅
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release
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