$Alphabet(GOOG)$ The market has just re-rated GOOG for a "capex-heavy, cash-flow-negative" regime. The near-term trend is clearly down; the debate is now about how much of the AI-spending risk is already priced in, not whether growth exists.
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- Han Y·11-01 14:22我也不想你的engineer is an engineer and engineer in the building for sure and the other oneLikeReport
- monkeyking·11-01 15:27增长是现实，高估值也是现实，看资本之间如何博弈了。。。。LikeReport