Post
Yuvi.
$GOOGL三季度收入同比增长25%至1276亿美元，Google Cloud收入增长103%；但周四股价仍遭遇重挫，说明市场在问AI投入的回报周期。若云端AI需求持续转成利润和现金流，重投入可以被证明；若资本开支先上去、边际回报迟迟不出现，高增长也会被估值压缩抵消。
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
Trending crypto
BTC/USDTBitcoin
$75,692.8+0.00%
ETH/USDTEthereum
$2,231.68+0.00%
SOL/USDTSolana
$88.89-0.01%
Today’s market buzz
1#Federal Reserve officials say inflation remains the biggest risk
2#US stock AI sell-off causes Nasdaq to evaporate $2.3 trillion in a single day
3#US October non-farm payrolls 165,000 exceed expectations, BTC ETF weekly outflow of $1.28 billion
