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Yuvi.
$GOOGL三季度收入同比增长25%至1276亿美元,Google Cloud收入增长103%;但周四股价仍遭遇重挫,说明市场在问AI投入的回报周期。若云端AI需求持续转成利润和现金流,重投入可以被证明;若资本开支先上去、边际回报迟迟不出现,高增长也会被估值压缩抵消。
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