$谷歌(GOOG)$_老虎社区_美港股上老虎

$谷歌(GOOG)$ 确实强，搜索的基本盘收入和利润都挺好，一点没受影响的感觉。云业务有点逆天，收入和利润率的增速一轮比一轮高。整体看，谷歌在大把烧钱的当下，成本优势还是很明显。

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。

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梦想去拉萨
14:21
梦想去拉萨
搜索没受冲击说明护城河还在，那些喊谷歌要完的人可以闭嘴了

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