$谷歌(GOOG)$_老虎社区_美港股上老虎

2025-04-30

$谷歌(GOOG)$ 看好谷歌，搜索广告回暖云服务增速稳健这都是买入理由，关键是Gemini项目很有希望兑现商业价值。

特朗普要求科技企业自建电厂解决用电，七巨头齐收跌，微软、亚马逊、Meta跌超2%。当前微软表态将承担成本，并表示不会把AI成本转嫁给普通居民。【当前美股存在着：短期受制于芯片短缺，中期面临能源约束，长期需突破存储瓶颈。在此背景下，“美股7巨头”将有何表现？跌势会持续多久？】

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