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★凌枫★
市场整体偏乐观，但预期已经打得比较高：云业务如果增速+利润率双双稳住，就很容易超预期；一旦云增速明显下滑、资本开支继续超预期，则容易不及预期。
哪怕营收EPS超预期，也有可能因为资本开支指引偏激进，财报出炉之后股价反而走弱（二季度就出现过业绩超预期、盘后下跌的情况）
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