$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$ 谷歌过去三年以均价150美元回购了11.2亿股。现在它要以每股350美元的价格卖出其中一小部分。不错的收益，而且还是免税的！这样一来，他们手头的资金还能再投到算力上。

谷歌今日收跌1.24%至$341.91，财报显示云业务同比大增82%，却因AI资本开支持续攀升令市场失望。CFO表示需求仍超过产能，暗示投入还将加码；皮查伊则回击"谷歌在AI竞赛掉队"的说法。当强劲基本面撞上开支忧虑，这轮回调是估值重置还是黄金坑？

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