从做大市值角度看，特_老虎社区_美港股上老虎

从做大市值角度看，特斯拉和SpaceX合并或收购皆有可能。M7前面几家都有5万亿、4万亿、3万亿市值了，特斯拉明显太小，PE也太高，很不性感 $特斯拉(TSLA)$

周四盘后财报后，Meta因上调资本支出展望跌超6%，Alphabet营收超预期增长、大涨6.6%，高通大涨12%，亚马逊涨超3%，微软走势震荡微跌0.1%。四大科技巨头并未释放削减投资的信号，反而进一步上调资本开支预期。苹果将于周四盘后发布最新财报。【目前大家觉得利好哪些板块？四家科技巨头走势分化，现在你的操作策略是？】

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