本文系基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。上周，美国科技巨头谷歌、META、微软陆续发布了最新一期财报。这三家美国科技巨头，营收利润双双超预期，资本开支持续加码，指引也相对乐观，总体而言表现优异。优异财报的背后，硬币的另一面，同样揭示了其支撑强劲增长的两大核心动力：不只有持续发力的“科技+零售”传统循环，“AI内循环”这一全新引擎亦已重装上阵。今天我们就以财报为切入口，揭开...
Source Link本文系基于公开资料撰写，仅作为信息交流之用，不构成任何投资建议。上周，美国科技巨头谷歌、META、微软陆续发布了最新一期财报。这三家美国科技巨头，营收利润双双超预期，资本开支持续加码，指引也相对乐观，总体而言表现优异。优异财报的背后，硬币的另一面，同样揭示了其支撑强劲增长的两大核心动力：不只有持续发力的“科技+零售”传统循环，“AI内循环”这一全新引擎亦已重装上阵。今天我们就以财报为切入口，揭开...
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