【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…

谷歌财报后跌6.9%,2000亿capex把市场吓退?

Alphabet财报后下挫6.89%,主因2026年资本开支指引飙至约2000亿美元,市场担忧AI投入侵蚀利润。尽管云与搜索业绩稳健、巴菲特近期还加持谷歌,但"重资本、慢回报"的定价切换让Mag-7单日蒸发超7000亿。资金正重新审视超级科技的估值锚。当AI军备竞赛比拼的是烧钱耐力,谷歌的护城河能消化这笔账吗?

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