明日阳光888
01-31
微软财报后股价暴跌令人意外,但长期看好好美光和
谷
歌
烧钱过猛?“7巨头”业绩陆续公布,大家偏乐观or悲观?
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?】
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T20211222001
01-31
T20211222001
微软暴跌意外,美光和谷歌长期潜力大!
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