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JC STAFF
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$小马智行 (PONY.US)$ 7月底之前能不能回到10块？
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$微软 (MSFT.US)$ Meta已经带头了，华尔街对于降capex的叙事是positive的，微软看你敢不敢跟Meta了，敢跟就直接看前高
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JC STAFF
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