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财神也是神
#谷歌Q3营收增长,净利润下滑、每股收益不及预期 #GoogleQ3MixedResults
本季度,$GOOGL 处于一场激烈的拉锯战。一方面,受 AI 需求推动,Google Cloud 飙升了惊人的 103%,达到 307 亿美元。另一方面,激进的 AI 基础设施支出使资本支出达到 514 亿美元,导致其数十年来首次出现自由现金流负增长。华尔街显然目前高度关注 AI 竞赛的短期成本。
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