超大规模云厂商的自由现金流复苏预期落空：7 月财报让分析师集体认输
"Megacap tech’s quarterly reports in July were what prompted every analyst to throw in the towel on the idea that the hyperscalers, in aggregate, wer...
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7 月超大规模科技公司的季度财报促使分析师放弃了此前预期，即这些云巨头明年整体上将重新成为自由现金流生成者。这一判断来自分析师 @LJKawa 的评论。
来源：@dailychartbook · x.com