蓝果子赢麻了，苹果只花90亿美元资本开支保持超级现金流_老虎社区_美港股上老虎

蓝果子赢麻了，苹果只花90亿美元资本开支保持超级现金流

60秒
11-10 20:25

同行砸上千亿美元买卡折旧….

苹果年内大涨29.0%、甩开下跌20.0%的特斯拉49个百分点，靠的不是大模型跑分第一，而是硅谷最克制的财务纪律。

看看七巨头的资本开支对比就明白了：微软、谷歌、Meta和亚马逊每年各自烧掉上千亿美元囤积GPU，而苹果全年的资本开支仅仅约90亿美元，不到同行的十分之一。

仅90亿美元的轻资产投入，让苹果每年净落袋约1370亿美元自由现金流，高居七巨头榜首。

这笔巨额现金持续用于股票回购，直接把股价底座焊死。当市场从狂热追逐算力故事转向审视资产负债表折旧时，轻资产、高现金流的商业模式自然拿走最高确定性溢价。

再加上现在端测AI的东风苹果成为了七虎的定海深圳…

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