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0xSilas
营收大超预期，但资本开支炸了，盘后一度跌 8%。
收入端两条腿（Starlink + AI 云）都跑得很猛，但市场现在盯的是烧钱速度和什么时候能转正现金流——这也是最近 Alphabet、Meta、微软、亚马逊财报后的同一套逻辑。$SPCX
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