实际上Mega 7 have NOT pulled back on Capex
bogbog
2026-02-05 14:21:57
( reads)
Despite a hit to margins. This is exactly what we want to see. They don’t care if the share price temporarily pulls back, they know it's part of the cycle.
ihavingfun
2026-02-05 14:32:18你说的这个make sense,他们肯定比大多数人聪明,市场这么反应还加倍的投,肯定有原因