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Meilin (美林 / 美琳)
AI Cloud Titans
Earnings Reports Released
Two earnings reports exceeded expectations
But the results they brought were completely different
$CRWV released earnings yesterday exceeding expectations, rising over 25%
$NBIS released earnings today also exceeding expectations, but fell nearly 10%
NVIDIA's impact on the ecosystem is still very significant
Currently, the market is generally pessimistic about the future
#NebiusAI云业务高速增长迎来财报检验

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