《Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock》
鉴于ADSK持续增长且未受AI颠覆影响，其近期下跌缺乏合理性；市场反应主要受预期而非基本面驱动。
看涨
嗯，Autodesk将在周四发布财报，至少目前的预估时间是周四。你知道，Autodesk软件、Workday软件、Affirm消费信贷、Ulta消费购物、Iron Neocloud，当然还有Marvell Tech，我们在AS6定制AS6 CPO采用方面处于什么位置？我们会看到的，这将真的很有趣。
Uh Autodesk reports at 4 at least that's the current estimate. you know autodesk software workday software a firm consumer lending Ulta consumer purchasing iron neocloud and then of course Marll tech for where do we stand on AS6 custom AS6 CPO adoption we'll see it's going to be really interesting