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WOW, GOOG expect 2026 Capex to be 180B!!!!

三心三意 2026-02-04 13:19:21 ( reads)

跟帖(12)

三心三意

2026-02-04 13:19:41

Everyone is spending to make sure they win in AI race

大禹知比山

2026-02-04 13:38:04

open AI越发有危险了,主要还是穷,没钱。amzn, google, meta, apple都有钱,

NewLeaf2021

2026-02-04 13:53:56

我看到的OPEN AI 三大问题,

bogbog

2026-02-04 13:56:55

可能open AI上市之后是崩盘时间,lol, 2027

三心三意

2026-02-04 13:20:25

No wonder AVGO and NVDA jumped too

三心三意

2026-02-04 13:21:51

I think Goog will take a correction from here

bogbog

2026-02-04 13:25:02

上次说过大概会在350-380开始回调一下或横盘一下,包括盘后最高到了350.17。 再好的股也没可能一直涨

Lazymm

2026-02-04 13:26:12

Google看到多少可以建长仓位?谢谢

jliu6667

2026-02-04 13:27:25

还好,没有崩掉。Cloud revenue很好。

tutututu

2026-02-04 13:44:57

It's risky to chasing GOOGL at this point

olive2025

2026-02-04 13:52:34

+1 wait patiently

huahuaflower

2026-02-04 13:29:20

几乎是7大里面最高的了