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科技财报速递｜增长兑现，质量分化 episode artwork

EPISODE · Aug 5, 2026 · 8 MIN

科技财报速递｜增长兑现，质量分化

from 投研随身听 · host 慢研播客

Palantir增长、利润率和指引同步强化；Arista Networks超预期与订单能见度强化，但毛利率承压；DigitalOcean收入和订单转强，每股盈利、毛利率与现金流质量仍待验证。

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科技财报速递｜增长兑现，质量分化

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