本周，谷歌母公司Alphabet迎来上市以来首次季度负现金流，彻底震动市场。AI 算力投入疯狂扩张，压垮这家全球盈利最强的科技企业之一，且未来资金消耗压力只会进一步加剧。 下周，微软、Meta、亚马逊将集中披露财报。随着人工智能相关标的走势逐步分化，行情特征令人联想到科网泡沫末期阶段，投资者始终担忧AI投入难以兑现可观回报。 竞争愈演愈烈 即便旗下出租AI算力的谷歌云业务营收同比暴涨82%，...
Source Link本周，谷歌母公司Alphabet迎来上市以来首次季度负现金流，彻底震动市场。AI 算力投入疯狂扩张，压垮这家全球盈利最强的科技企业之一，且未来资金消耗压力只会进一步加剧。 下周，微软、Meta、亚马逊将集中披露财报。随着人工智能相关标的走势逐步分化，行情特征令人联想到科网泡沫末期阶段，投资者始终担忧AI投入难以兑现可观回报。 竞争愈演愈烈 即便旗下出租AI算力的谷歌云业务营收同比暴涨82%，...
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