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"content": "甲骨文和adbe。\n\n财报虽超预期，前者反转明确尚远，后者无法自证不被颠覆。\n\n特别是后者，关键细节含糊，显然自己都没信心。\n\n视频这些是低垂的果实，大小有限，门槛不高，前景愈发不确定。\n\n对连管理层都没信心的标的，我个人会避而远之。\n有那么多卓越的企业可以投，为什么要投个懵逼中的二流货色？ https://nostr.download/08b7ea89ea0b38fa87fc3b943c97503d5be308df7518b8933ddf9a01f082e334.jpg https://nostr.download/70b16b3571ea9dafe083616711cc23b688e796028d2dbc8a19bfc625fddf19d4.jpg https://nostr.download/d25bcb7425d299541f8b53bd63353d6a6e5cf94b237d843e9049f259362d0b50.jpg https://nostr.download/68ff29be0a3f9322955541ddbac660ef6f072efb8c9c76f6281fd9c2132a4025.jpg",
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