pppenguin
2026.04.30 07:07

markkkkkkkkkkk

Longbridge - 隐含预期
隐含预期

四大家同台亮相:这一夜重写了 AI 变现的举证责任

前言:这一夜不普通 2026 年 4 月 29 日盘后,史上第一次——$Microsoft(MSFT.US) 、$Amazon(AMZN.US) 、$Meta Platforms(META.US) 、$Alphabet - C(GOOG.US) ,四家合计占标普 500 权重约 18% 的超大规模算力霸主,在同一个夜晚同时向华尔街交卷。 它们今年计划在 AI 基础设施上共同烧掉接近 7000 亿美元。 这个数字不是预算,是赌注。而这一夜...

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