$Applied O_老虎社区_美港股上老虎 - 老虎社区

万亿火箭兵

$Applied Optoelectronics Inc.(AAOI)$

今天你是真给力啊，盘前砸到2个点开盘直冲，不枉我反复做T昨天刚好接回来不动，今晚让纳指配合一下反弹，你基本能冲个15%左右了。

谷歌财报后跌6.9%,2000亿capex把市场吓退?

Alphabet财报后下挫6.89%,主因2026年资本开支指引飙至约2000亿美元,市场担忧AI投入侵蚀利润。尽管云与搜索业绩稳健、巴菲特近期还加持谷歌,但"重资本、慢回报"的定价切换让Mag-7单日蒸发超7000亿。资金正重新审视超级科技的估值锚。当AI军备竞赛比拼的是烧钱耐力,谷歌的护城河能消化这笔账吗?

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