Did you get carried away in the euphoria during the earnings announcement last May? It seems that it has disappeared in this earnings announcement, right? Well, this earnings announcement is not bad, it's just that expectations were too high, and there is no doubt that it is a good earnings report. After all, the market is something that becomes cheaper as the enthusiasm cools down. Furthermore, the theme of AI is a theme that cannot be avoided in the real economy. It will not cool down on a short-term level like today and tomorrow.
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