盘前股价已经基本反应市场对四大财报的满意度。

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  "content": "盘前股价已经基本反应市场对四大财报的满意度。\n分析的很多，有需要的自找，都大差不差。\n我这只概述远近两点。\n\n远的是26年资本支出问题不大，原三季度需特别注意，现在可以稍降担忧。\n\n近也是资本支出引发，本轮短炒半导体等于是抽走了主要担忧，激进资金在无压力的同时少了掣肘，可能会奋勇发癫。 https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/4c15c06920517dec87453cfa0dd4a9eb9499694bbb889d6f63601583e11d4287.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/0976908cf2a4434f50395cbbe94d78ee077e6a84a159822dd4d5d580175549e4.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/bc08e9d6d74265cfe2c10589ec904feb2b008950367054f877a30d946218c9f5.webp https://files.sovbit.host/media/87e02be9ae3894742a3fedda2e6b33675b642800633ab8c7ac1a306f107ac81c/1a4c0c65183e7af7f2a3c59f913a5f297293c0358134fa90afd0cab489025508.webp",
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