不應該呀， 能不能比較一下它們3家的現金流情況？

For MSFT, I know why, they explained in cc that they are pivoting more towards paying off data center build up with cash, vs leasing data center as before. Management team explained that this could speed up the data center construction as they do not need to rely on 3rd parties if they were to lease data centers

所有跟帖： 

• 看看這三個比較。第一個是亞麻，第二個是狗狗，第三個是微軟 -aloevera- ♀ (225 bytes) () 02/05/2026 postreply 14:04:56

• AMZN 還好，現金流下降速度在降低 -三心三意- ♂ (0 bytes) () 02/05/2026 postreply 14:15:37

• 但是Free cash flow下降的趨勢花街不喜歡。 -aloevera- ♀ (0 bytes) () 02/05/2026 postreply 14:40:21

• 花街現在砸盤，正好給了機會撈好公司的股票。微軟的現金流下降其實是好事，自己建數據中心比租界要快 -三心三意- ♂ (0 bytes) () 02/05/2026 postreply 14:47:50

• 我沒聽他們的cc, 微軟自己建中心來快速meet demand也是拚了，否則肥水流到外人田嗬嗬 -aloevera- ♀ (128 bytes) () 02/05/2026 postreply 15:11:08

• 狗狗還是最好。 -桃花源裏人家- ♂ (0 bytes) () 02/05/2026 postreply 15:22:57

• 他目前還不是market leader yet。 市場需要NVDA向上突破，才行。 -bogbog- ♀ (0 bytes) () 02/05/2026 postreply 16:36:02