【视频】谷歌赚疯了，特斯拉创新高，华尔街为什么一起砸？

特斯拉和谷歌同时交了这季度的财报，华尔街最想知道2个问题，谷歌每股收益9.11，超出华尔街预期215%，这份财报换回来谷歌盘后大跌，特斯拉更惨

大家好奇2个问题：1 AI叙事是不是到头了， $谷歌(GOOG)$ 用一份最漂亮的财报回答；2 $特斯拉(TSLA)$ 和 $SpaceX(SPCX)$ 到底会不会合并。老马在财报会议上，公开感谢一家内存厂商，感谢人家分给他货…

谷歌今日逆势跌约 3.61%，在大型科技股中领跌。个股层面并无明确利空，更多是 CPI 前的避险情绪，叠加"华尔街重新包装 AI 泡沫"、AI 资本开支叙事降温的板块传导。当资金开始质疑万亿美元 capex 的回报，谷歌的回调是轮动错杀，还是逻辑降温的前兆？

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