现在AI基础设施投入_老虎社区_美港股上老虎

现在AI基础设施投入增加的论调怎么突然成了股价的绊脚石？$微软(MSFT)$ 明明业绩亮眼却要为满足需求加大资本开支，不投资才是更糟糕的选择。当企业盈利全线飘红时，这种逻辑根本站不住脚，股价下跌实在令人费解。

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