这波分化其实核心就在_老虎社区_美港股上老虎

哈喽神
04-30

这波分化其实核心就在‘变现能力’四个字。谷歌大涨是因为云业务证明了AI能赚钱，市场买账；Meta大跌是因为扎克伯格又要‘烧钱’搞元宇宙/AI基建，但短期看不到回报，华尔街没耐心了。巨头们继续加码资本开支，最直接利好的肯定是上游硬件端。不管是Meta还是谷歌，只要还在买显卡、建数据中心，英伟达、台积电、博通以及光模块、存储版块的业绩就有保障。现在的策略我觉得是：回避软件股（微软、meta），拥抱有业绩的Al硬件股、基建股（Mu、台积电、博通）[你懂的] [思考]

# 科技巨头走势分化！该“抄底”or“追涨”？

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YTGIRL
·04-30
认同，硬件才是真金白银
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