Alphabet(谷歌母公司)在周三的财报电话会上释放了明确信号:AI军备竞赛远未结束,甚至刚刚进入“深水区”。虽然Q4业绩全线超预期,但市场被公司给出的2026年1750亿至1850亿美元的资本支出指引所震慑。巨额资本支出带来的折旧压力以及对利润率的潜在侵蚀,也成为投资者心头的阴云。公司股价盘后小幅下跌。面对投资者的疑虑,CEO桑达尔·皮查伊(Sundar Pichai)和CFO阿纳特·阿什...
Source LinkAlphabet(谷歌母公司)在周三的财报电话会上释放了明确信号:AI军备竞赛远未结束,甚至刚刚进入“深水区”。虽然Q4业绩全线超预期,但市场被公司给出的2026年1750亿至1850亿美元的资本支出指引所震慑。巨额资本支出带来的折旧压力以及对利润率的潜在侵蚀,也成为投资者心头的阴云。公司股价盘后小幅下跌。面对投资者的疑虑,CEO桑达尔·皮查伊(Sundar Pichai)和CFO阿纳特·阿什...
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