---
type: "Topics"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/topics/42853797.md"
description: "$谷歌-A(GOOGL.US)云增长和 ai 需求增速超预期，利润增速跑赢 capex 增速，这是对谷子和半导体双赢的结果"
datetime: "2026-07-22T12:20:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42853797.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42853797.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42853797.md)
author: "[徒步墩墩](https://longbridge.com/zh-CN/profiles/13552008.md)"
---

# $谷歌-A(GOOGL.US)云增长和 ai 需求增速超预期，利润增速跑赢 capex 增速，这是对…


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## 评论 (1)

- **国家队里面 · 2026-07-22T12:25:11.000Z · 👍 1**: 谷歌太难了😆哈哈哈