Alphabet正于市值突破4万亿美元的历史高位迎来关键财报。市场预期其AI驱动的广告与云业务将强劲增长,但焦点已转向可能高达1400亿美元的资本开支指引。公司能否用业绩证明其巨额AI投资的合理性,将决定其能否避免高估值下的“利好出尽”风险。Alphabet将于周三盘后公布季度财报,这家科技巨头正站在市值的历史高点面临关键大考。在过去八个月市值增加逾2万亿美元后,Alphabet的总市值已达4.1...
Source LinkAlphabet正于市值突破4万亿美元的历史高位迎来关键财报。市场预期其AI驱动的广告与云业务将强劲增长,但焦点已转向可能高达1400亿美元的资本开支指引。公司能否用业绩证明其巨额AI投资的合理性,将决定其能否避免高估值下的“利好出尽”风险。Alphabet将于周三盘后公布季度财报,这家科技巨头正站在市值的历史高点面临关键大考。在过去八个月市值增加逾2万亿美元后,Alphabet的总市值已达4.1...
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