Replying t_老虎社区_美港股上老虎 - 老虎社区

Replying to @Phoebezzz:感觉是Grok哈哈哈//@Phoebezzz:感谢分享，很有收获，阅读之后想请教您，从影响TSLA中长期估值的角度看，SPCX上市后最需要关注的因素是哪个呢？

谷歌云暴增82%仍被嫌弃，AI资本开支吓退买盘，该抄底吗？

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？

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。

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