博通财报爆雷！做空RKLB大赚50%！
tc_Jesse
06-04
博通财报爆雷！做空RKLB大赚50%！
$英伟达(NVDA)$
$迈威尔科技(MRVL)$
$博通(AVGO)$
$闪迪(SNDK)$
$美光科技(MU)$
Meta周三财报，AI烧钱换增长的账算得平吗？
Meta将于本周三（7/29）盘后发布财报，广告主业的韧性与AI推荐带来的变现效率是基本盘看点，而资本开支指引则牵动市场神经。2026年以来Meta股价为负，投资者担心其在AI基础设施上的巨额投入短期难见回报。Llama与AI硬件等新叙事能否支撑估值？这份财报是增长加速器，还是烧钱的警示灯？
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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