Post
rainbow cat
#ModernaQ3财报将揭示疫苗销售趋势
我就跟着 “东方重现”大哥走，他预测基本都对
但是我也搜了一下
业务背景：Q3 是呼吸道疫苗（COVID、RSV、流感相关）的旺季，公司此前指引 2026 年收入最高增长约 10%，并提到 H2 收入中约 55% 会落在 Q3。成本也在改善，现金消耗有所控制。虽然仍亏损，但相对预期更容易 beat（超预期）。
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