看好Meta，毕竟之_老虎社区_美港股上老虎

看好Meta，毕竟之前已经📉很多了，感觉后续能上700。有AI点加持，再加上广告业务的多点增长，到700不是问题

上周微软AI支出引爆忧虑，拖累美股大盘。继苹果、微软、特斯拉等巨头财报陆续发布后，本周谷歌、亚马逊陆续发布最新财报：谷歌绩后剧烈波动，一方面激进的资本支出回报市场存疑，另一方面基本面和约32倍的市盈率又具备增长潜力；亚马逊绩后重挫，同样200B的2026 CapEx引发市场担忧。【各家巨头高额资本支出“吓崩”股价，大家是偏向于乐观or担忧？大科技财报陆续发布，接下来你最看好哪一家？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

NancyZhang
01-27
NancyZhang
Meta这波稳了，AI和广告双驱动，700不是梦！
YTGIRL
01-27
YTGIRL
AI+广告双轮驱动，700稳了！

发表看法

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