短短两个多礼拜，从接_老虎社区_美港股上老虎

笑沧海
07-24 17:45

短短两个多礼拜，从接近四万亿格局分明的市场，一路干成今天这番模样，太让人唏嘘了，温水煮青蛙，然后砸一波，然后呵护一下指数，继续温水煮青蛙，行情都能背出来了，个股涨才是硬道理，其他的都是浮云，换个角度来说，一年之中难得几次大跌，基本都是黄金坑，也是进场的机会，大家心态要放平稳，安心过好周末，下周准备好$红宝丽(002165)$ $步步高(002251)$ $航天发展(000547)$ $云赛智联(600602)$ $浪潮信息(000977)$

# 谷歌财报后跌6.9%,2000亿capex把市场吓退?

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。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":589469498953792,"tweetId":"589469498953792","gmtCreate":1784886339932,"gmtModify":1784887017798,"author":{"id":4181293384865822,"idStr":"4181293384865822","authorId":4181293384865822,"authorIdStr":"4181293384865822","name":"笑沧海","avatar":"https://static.tigerbbs.com/5488ab114d16edde2f014b57923c65b2","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":71,"starInvestorFlag":false},"themes":[{"themeId":"52f96e169ceb44bc900d427d666ad8c6","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"谷歌财报后跌6.9%,2000亿capex把市场吓退?","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":52f96e169ceb44bc900d427d666ad8c6}&rnconfig={\"headerBarHidden\": true}","description":"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?","image":"https://static.tigerbbs.com/147b38bc1544a01617d6997b02d050e8"}],"images":[{"img":"https://static.tigerbbs.com/a08522a86e47679c330d99589baff6ab","width":"1258","height":"255"}],"coverImages":[{"img":"https://static.tigerbbs.com/a08522a86e47679c330d99589baff6ab","width":"1258","height":"255"}],"title":"","html":"<html><head></head><body><p>短短两个多礼拜，从接近四万亿格局分明的市场，一路干成今天这番模样，太让人唏嘘了，温水煮青蛙，然后砸一波，然后呵护一下指数，继续温水煮青蛙，行情都能背出来了，个股涨才是硬道理，其他的都是浮云，换个角度来说，一年之中难得几次大跌，基本都是黄金坑，也是进场的机会，大家心态要放平稳，安心过好周末，下周准备好<a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002251\">$步步高(002251)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000547\">$航天发展(000547)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600602\">$云赛智联(600602)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000977\">$浪潮信息(000977)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/a08522a86e47679c330d99589baff6ab\" tg-width=\"1258\" tg-height=\"255\"></body></html>","htmlText":"<html><head></head><body><p>短短两个多礼拜，从接近四万亿格局分明的市场，一路干成今天这番模样，太让人唏嘘了，温水煮青蛙，然后砸一波，然后呵护一下指数，继续温水煮青蛙，行情都能背出来了，个股涨才是硬道理，其他的都是浮云，换个角度来说，一年之中难得几次大跌，基本都是黄金坑，也是进场的机会，大家心态要放平稳，安心过好周末，下周准备好<a href=\"https://laohu8.com/S/002165\">$红宝丽(002165)$ </a>&nbsp;<a href=\"https://laohu8.com/S/002251\">$步步高(002251)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000547\">$航天发展(000547)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600602\">$云赛智联(600602)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000977\">$浪潮信息(000977)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/a08522a86e47679c330d99589baff6ab\" tg-width=\"1258\" tg-height=\"255\"></body></html>","text":"短短两个多礼拜，从接近四万亿格局分明的市场，一路干成今天这番模样，太让人唏嘘了，温水煮青蛙，然后砸一波，然后呵护一下指数，继续温水煮青蛙，行情都能背出来了，个股涨才是硬道理，其他的都是浮云，换个角度来说，一年之中难得几次大跌，基本都是黄金坑，也是进场的机会，大家心态要放平稳，安心过好周末，下周准备好$红宝丽(002165)$ $步步高(002251)$ $航天发展(000547)$ $云赛智联(600602)$ $浪潮信息(000977)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/589469498953792","repostId":0,"isVote":1,"tweetType":1,"viewCount":83,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["600602","002165","000977","000547","002251"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":369,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}