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加密交易员老陈
谷歌这份Q3财报,完全是典型的“主业爆赚,账面爆亏”的分裂剧本。
总营收冲到1275.77亿美元,同比涨25%,经营利润多赚了93亿,结果净利润直接同比砍了近四分之一,少赚85亿。差就差在非主业的证券投资上,这季直接亏了86亿,去年同期还赚了107亿,里外里差出快200亿。把这块水分挤掉,主业实际能赚426亿,底子硬得很。
最炸的还是云业务,单季收入直接破300亿,同比翻倍还多,利润率干到36%,现在已经扛下集团近三成的经营利润,完全不是之前的小打小闹。
但最致命的问题也直接摊牌了。单季砸出去513亿搞资本开支,比全季云收入的1.6倍还多,经营现金流根本兜不住,自由现金流直接转负。转头就靠发新股、发债凑了400多亿填窟窿。云赚的那111亿,连资本开支的零头都不够。
说白了就是算力要先砸钱铺完才能慢慢收钱,市场直接用脚投票,盘后股价直接砸了近10%$BTC $ETH $ZEC
#谷歌Q3营收增长,净利润下滑、每股收益不及预期
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