所谓“烧钱”，本质是_老虎社区_美港股上老虎

所谓“烧钱”，本质是资本开支前置。

真正的问题不是花多少钱，而是花的钱能不能形成长期壁垒。

周三“科技七巨头”中，特斯拉涨近2%独涨、谷歌跌近2%领跌。近日Alphabet美元债筹资200亿美元、原定为150亿，发行100年期英镑债券，为科技公司近30年来首次；黄仁勋最新采访说 Meta 是用AI 最好的公司……各大巨头竞相加码AI算力投入，谁能从中获益？你看好哪家表现？

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