[得意] [得意] [得意] $谷歌A(GOOGL)$ $甲_老虎社区_美港股上老虎 - 老虎社区

Tigger虎虎虎

[得意] [得意] [得意] $谷歌A(GOOGL)$ $甲骨文(ORCL)$ $Meta Platforms(META)$ $博通(AVGO)$ $SpaceX(SPCX)$

@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。 $英伟达(NVDA)$ $美国超微公司(AMD)$ $亚马逊(AMZN)$

cover

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":628567081424288,"tweetId":"628567081424288","gmtCreate":1794488578429,"gmtModify":1794488580426,"author":{"id":4186152209563772,"idStr":"4186152209563772","authorId":4186152209563772,"authorIdStr":"4186152209563772","name":"Tigger虎虎虎","avatar":"https://static.tigerbbs.com/5b6644af7864019ae3e0f93cd0bc898c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":2006,"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","name":"知识体验官","description":"观看学堂课程满5节","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>[得意] [得意] [得意]<a href=\"https://laohu8.com/S/GOOGL\"> $谷歌A(GOOGL)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a><a href=\"https://laohu8.com/S/META\"> $Meta Platforms(META)$ </a><a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/SPCX\"> $SpaceX(SPCX)$ </a></body></html>","htmlText":"<html><head></head><body>[得意] [得意] [得意]<a href=\"https://laohu8.com/S/GOOGL\"> $谷歌A(GOOGL)$ </a><a href=\"https://laohu8.com/S/ORCL\"> $甲骨文(ORCL)$ </a><a href=\"https://laohu8.com/S/META\"> $Meta Platforms(META)$ </a><a href=\"https://laohu8.com/S/AVGO\"> $博通(AVGO)$ </a><a href=\"https://laohu8.com/S/SPCX\"> $SpaceX(SPCX)$ </a></body></html>","text":"[得意] [得意] [得意] $谷歌A(GOOGL)$ $甲骨文(ORCL)$ $Meta Platforms(META)$ $博通(AVGO)$ $SpaceX(SPCX)$","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/628567081424288","repostId":628276204954424,"repostType":1,"repost":{"magic":2,"id":628276204954424,"tweetId":"628276204954424","gmtCreate":1794417508090,"gmtModify":1794417512225,"author":{"id":4186152209563772,"idStr":"4186152209563772","authorId":4186152209563772,"authorIdStr":"4186152209563772","name":"Tigger虎虎虎","avatar":"https://static.tigerbbs.com/5b6644af7864019ae3e0f93cd0bc898c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.18","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"categoryType":2006,"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","name":"知识体验官","description":"观看学堂课程满5节","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000,"sortingWeight":0,"wearable":0}],"fanSize":16,"starInvestorFlag":false},"themes":[],"images":[{"img":"https://static.tigerbbs.com/ecdfa02e54bfa0072d85fae02ecb2faf","width":"1080","height":"1350"}],"coverImages":[{"img":"https://static.tigerbbs.com/ecdfa02e54bfa0072d85fae02ecb2faf","width":"1080","height":"1350"}],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;</p>\n<p>微软达 5.5 倍！</p>\n<p>科技巨头AI承诺远超负债</p>\n<p>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。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;</p><img src=\"https://static.tigerbbs.com/ecdfa02e54bfa0072d85fae02ecb2faf\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;</p>\n<p>微软达 5.5 倍！</p>\n<p>科技巨头AI承诺远超负债</p>\n<p>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。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp;</p><img src=\"https://static.tigerbbs.com/ecdfa02e54bfa0072d85fae02ecb2faf\" tg-width=\"1080\" tg-height=\"1350\"></body></html>","text":"$特斯拉(TSLA)$ $微软(MSFT)$ 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。 $英伟达(NVDA)$ $美国超微公司(AMD)$ $亚马逊(AMZN)$","highlighted":1,"essential":1,"paper":1,"link":"https://laohu8.com/post/628276204954424","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","AMZN","TSLA","MSFT","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":433,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":309,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["META","AVGO","GOOGL","ORCL","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":93,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/628567081424288"}