$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$谷歌就是AI从上到下一体化，最具备竞争力，其他巨头感觉都不是完整产业链

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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