WOW， GOOG expect 2026 Capex to be 180B!!!!

所有跟帖： 

• Everyone is spending to make sure they win in AI race -三心三意- ♂ (0 bytes) () 02/04/2026 postreply 13:19:41

• open AI越發有危險了，主要還是窮，沒錢。amzn, google, meta, apple都有錢， -大禹知比山- ♀ (45 bytes) () 02/04/2026 postreply 13:38:04

• 我看到的OPEN AI 三大問題， -NewLeaf2021- ♀ (465 bytes) () 02/04/2026 postreply 13:53:56

• 可能open AI上市之後是崩盤時間，lol, 2027 -bogbog- ♀ (0 bytes) () 02/04/2026 postreply 13:56:55

• No wonder AVGO and NVDA jumped too -三心三意- ♂ (0 bytes) () 02/04/2026 postreply 13:20:25

• I think Goog will take a correction from here -三心三意- ♂ (0 bytes) () 02/04/2026 postreply 13:21:51

• 上次說過大概會在350-380開始回調一下或橫盤一下，包括盤後最高到了350.17。 再好的股也沒可能一直漲 -bogbog- ♀ (0 bytes) () 02/04/2026 postreply 13:25:02

• Google看到多少可以建長倉位？謝謝 -Lazymm- ♀ (0 bytes) () 02/04/2026 postreply 13:26:12

• 還好，沒有崩掉。Cloud revenue很好。 -jliu6667- ♂ (0 bytes) () 02/04/2026 postreply 13:27:25

• It's risky to chasing GOOGL at this point -tutututu- ♂ (223 bytes) () 02/04/2026 postreply 13:44:57

• +1 wait patiently -olive2025- ♂ (0 bytes) () 02/04/2026 postreply 13:52:34

• 幾乎是7大裏麵最高的了 -huahuaflower- ♀ (0 bytes) () 02/04/2026 postreply 13:29:20