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内行看门道,外行看热闹。一群理工通讯人干了一辈子技术,还是从表面数字来看问题,图样图森破 very naive。华为业绩增长数字不是关键,关键的是华为高层如何就业绩增长向外界表态,由谁来出面表态才是看点。此前ZRJ当政时期,某届大会上反复强调在国际金融危机风暴影响下,我国如何取得8%基地匹增长,成绩来之不易,可想而知8%比起往年是低一些,但是朱总还是相当骄傲,很肯定这个成绩。同理,华为的业绩增长不管多少,都是需要教主来背书的,况且值此生死存亡之际,白宫老特已经公开宣布phase II deal不重要,菊花已经失去Phase II交易筹码的作用,教主直接出面硬杠老美,用业绩成长来打脸老美来内部鼓舞士气,比叠纸飞机更有效吧。如果教主保持沉默,那就可想而知他是如何看待这个增长了。所以教主以及菊花高层是否就业绩增长来表态是关键看点,坛子里的理工人看问题得改变思路。