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$亚马逊(AMZN)$ $谷歌(GOOG)$微软、亚马逊、Meta、谷歌这几家都是周三盘后出财报，是短期科技的一个观察点，资本支出这么多钱，AI收入变现能否达预期？要形成正循环，故事才能聊下去。我目前比较看好谷歌

Alphabet、微软、亚马逊、Meta以及苹果将在未来两日密集披露财报——谷歌、微软、Meta、亚马逊合计资本开支规模直逼6000亿美元，钱还在往AI基础设施里涌。本周挑战在于，巨头财报需要证明资本开支，特别是云计算的收入增速是赚钱且另市场满意的。【在目前增速预期均不低的情况下，大家看好哪家财报表现吗？你会选择绩前or绩后布局？】

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