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我不是咕噜
$GOOGL 谷歌这次财报，真是冰火两重天
营收1276亿美元、同比增25%，但每股收益2.12美元远低于预期的3.02美元，盘后股价一度跌近10%
个人觉得最后一跌了，280附近有支撑，看情况加仓就是
这次财报亮点全在云上，Google Cloud收入同比暴增103%，营业利润翻了近两倍，营业利润率干到36.2%。但AI烧钱太猛，单季资本开支514亿美元，自由现金流直接干成负90.65亿美元，去年同期还是正的244亿。电话会上管理层也实在，承认AI搜索变现还偏低，但画了个饼——2027年是“收获年”，TPU收入要放量
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