
Post

samzhang199x
市场现在对 Google 的预期已经不低,真正值得关注的不是营收增长,而是云业务增速、AI 投入的商业化回报,以及利润率能否继续改善。AI 是长期逻辑,但资本开支也可能侵蚀短期利润。财报超预期不等于股价上涨,关键还要看指引能否超过市场已经计入的预期。
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