Microsoft
Alphabet Return RateLooking back five years from now, the current valuation is not expensive either, and large-scale capital expenditures will yield returns. Capital expenditures without ROI returns are what truly destroy value.
短期被埋？别慌！谷歌和微软机会正在来临
谷歌在最新财报发布后，谷歌股价下跌了近 10%。市场的槽点主要集中在两点：1. 烧钱太猛：2026 财年资本支出预计高达 1750 亿-1850 亿美元。2. 大手笔举债：计划发行 200 亿美元债券。 但真相是：这并不是盲目砸钱，而是精准投资。谷歌云（GCP）本季度的表现堪称 “王炸”：●营收增长 48%：远超微软 Azure（39%）和亚马逊 AWS（24%）...
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