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xiaoshayu
财报全超预期，股价却创了月内新低
Meta昨晚收648.85、跌6.98%，成交量翻倍。卷子明明不差：营收646亿超预期，剔掉98.9亿一次性法律费用，EPS是7.4，Q4指引也超预期。市场真正开枪的是另一行小字：未来租赁和合同支出承诺约8250亿美元，比7月披露时又涨了一截，信用利差直接跳升。说白了，华尔街不怕它花钱，怕的是花钱的速度没人踩得住刹车。我711接的那笔，昨晚破了680的止损线，认错出局，亏约9%。逻辑没坏，但纪律比逻辑大。#MetaQ3营收超预期，法律费用与AI支出承压 $BTC
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