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夜风微凉
#奈飞增长或放缓,广告业务成新看点
市场一致预期:营收128.7‑130亿美金,EPS 0.84美元
奈飞自己Q2给出的Q3指引:营收128.6亿,EPS 0.82美元,营业利润率33.2%
关键点:公司自己给的指引本身就低于华尔街一致预期,相当于提前“降预期”,这种财报环境下,「超过公司指引」相对容易;大幅超过华尔街一致预期难度偏大。
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Today’s market buzz
1#BTC fell below $75,000 before the US October CPI release

2#AI stocks pull back: UBS says position reset, Bank of England warns of crash risk


3#Trump says the possibility of a large-scale strike on Iran is low, oil prices plummet
