JPM最新研究报告指出，尽管Alphabet（GOOGL）在公布第四季度业绩后股价下跌约3%，但其运营势头依然强劲——搜索收入加速至17%，云业务增长48%，未完成订单环比增长55%至2400亿美元，几乎追平AWS的2440亿美元。然而，市场高度关注其2026年资本支出计划将达到1750亿至1850亿美元，约为2025年的两倍。尽管折旧将加速、自由现金流可能下降，但公司凭借强劲的现金状况、全栈 ...
Source LinkJPM最新研究报告指出，尽管Alphabet（GOOGL）在公布第四季度业绩后股价下跌约3%，但其运营势头依然强劲——搜索收入加速至17%，云业务增长48%，未完成订单环比增长55%至2400亿美元，几乎追平AWS的2440亿美元。然而，市场高度关注其2026年资本支出计划将达到1750亿至1850亿美元，约为2025年的两倍。尽管折旧将加速、自由现金流可能下降，但公司凭借强劲的现金状况、全栈 ...
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