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星辰大海➠
有个事儿挺反常识:一家公司赚得比预期多,股价该涨,但它同时说"我们可能得赔一笔更大的钱"。
Block 就是这么干的。三季度毛利 32 亿美元,超预期,2026 年展望还上调了;同一份财报里,又提了美国司法部一个潜在和解,金额更大。
我第一反应是——那这 32 亿算数吗?算是算,但它是"还没扣掉罚款"的 32 亿。
对拿着 $BTC 的人来说,这其实是个挺典型的画面:主业在赚钱,账单在后面排队。
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