《Major Earnings: Marvell, Iren, Autodesk, Affirm, Workday Stock》
AFRM因重申2027财年GMV指引上涨9.6%，被视为积极结果。
看涨
呃，Ulta Beauty、Affirm和Workday都将发布财报。你知道，Autodesk是软件，Workday是软件，Affirm是消费信贷，Ulta是消费零售，Iron是Neocloud（新型云），当然还有Marvell Technology。
至于我们在AS6定制芯片和AS6 CPO采用方面的立场，我们将拭目以待，这会非常有趣。
Uh Ulta Beauty Affirm and Workday all report. 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