谷歌业绩 + 大家熟悉的capex上修又来了

180K2025-07-24

A streamlined info flowGOOLE的capex上修了...AI盛夏名副其实...一些初步反馈，1/capex从750亿上调到850亿了；13%左右的上修；某家外资的说法很清晰，“这完全超出市场预期”；TPU业务也在加速上线；这是另外一家的短评，几乎所有人都是意外的。2/因为算是第一家出来的大科技，开了个好头；大家开始对于接下来几家的capex计划有更高的预期；3/一点点业绩的...

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