Google那个18_老虎社区_美港股上老虎

明日阳光888

05-02

Google那个1800-1900亿的全年资本开支, 不是更加吓人。可是这些开支，其中大部分为AI基础设施啊，虽然会长期压制自由现金流，但CFO的回应逻辑是："合同积压已证明需求真实，我们现在是在买油井，而不是买石油"。

科技巨头走势分化！该“抄底”or“追涨”？

本周五谷歌大涨10%，Meta重挫超8%，周四盘后发布财报的苹果震荡后涨超2%。【财报后各家巨头走势分化，大家觉得Meta、微软有无抄底机会？谷歌还能继续买吗？】

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

JustinCooper
05-02
JustinCooper
CFO这话有道理，为未来投资。

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