A streamlined info flowGOOLE的capex上修了...AI盛夏名副其实...一些初步反馈,1/capex从750亿上调到850亿了;13%左右的上修;某家外资的说法很清晰,“这完全超出市场预期”;TPU业务也在加速上线;这是另外一家的短评,几乎所有人都是意外的。2/因为算是第一家出来的大科技,开了个好头;大家开始对于接下来几家的capex计划有更高的预期;3/一点点业绩的...
Source LinkDisclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.