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Do-Wen
$XMETA 昨夜下跌7%。
公司2026年计划投入1,350亿—1,450亿美元资本开支。
Q3自由现金流却是负21亿美元。
AI需求确实很强。
但现在市场开始认真计算：
投入这么多钱，未来到底能赚回来多少？
好产业不代表所有股票都值得高价买入。
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