沉穩
11-02 17:03
科技巨头的「盈利机器」核心在于其不可替代的生态护城河与强大现金流。
尽管短线面临资本开支高企与 AI 变现周期的疑虑,但只要云端需求与核心业务的基本面未变,当前的重资产投入正是为下一轮技术转型铺路。
市场震荡常有,但科技巨头的长期价值与创新红利依然稳固!
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