$特斯拉(TSLA)_老虎社区_美港股上老虎 - 老虎社区

Tigger虎虎虎

$特斯拉(TSLA)$ $微软(MSFT)$

微软达 5.5 倍！

科技巨头AI承诺远超负债

AI 军备竞赛的帐单，有一大块不在资产负债表上。高盛 11 月 3 日报告估算，美国五大云端业者的表外承诺约 3.2 兆美元，其中尚未起租的租赁约 1.3 兆美元、采购承诺 1.9 兆美元，后者有 6,850 亿美元须在 2027 年底前支付。另有市场人士整理申报文件指出，九家科技大厂中有八家的表外承诺已超过帐上负债，微软更达 5.5 倍。信用市场已有反应，标普 10 月下旬调降博通与 Meta 的评等展望。

$英伟达(NVDA)$ $美国超微公司(AMD)$ $亚马逊(AMZN)$

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Tigger虎虎虎
11-12 21:02
Tigger虎虎虎
[得意] [得意] [得意] $谷歌A(GOOGL)$ $甲骨文(ORCL)$ $Meta Platforms(META)$ $博通(AVGO)$ $SpaceX(SPCX)$

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