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核对时应依次看量级、确定性、可复制性、财务传导和是否超预期；融资受理、框架协议或热点表态只能证明事件发生，不能自动证明需求与利润兑现。。公告验证的是公开事实的确定性和经营传导，不是收益承诺；单条公告不能替代行业需求、公司财报和后续履约的持续验证。 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