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梦想去拉萨

$谷歌(GOOG)$ 今晚就看云业务能不能撑住场子，花那么多钱搞TPU，总得拿出点成绩吧。要是云增速再掉链子，盘后怕是要被砸。

AI资本开支继续加码！科技巨头走势分化，现在怎么操作？

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？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

扒拉算盘珠子
04-29 15:39
扒拉算盘珠子
砸了那么多钱搞TPU，云增速要是还掉，市场可没耐心听你解释
火火兔爸
06:23
火火兔爸
两位怕是踏空了？

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2

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