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美股财报季来袭，本周最值得下注的两家公司非Netflix和台积电莫属。一边是全球最大的流媒体平台，刚刚在广告技术领域迈出独立第一步；另一边是AI风口上的晶圆代工巨头，基本面持续火热，二季度有望创下历史最佳盈利纪录。这两个公司的财报，你更看谁呢？

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