Denise👗同城纯曰线下👗
124 posts
Denise👗同城纯曰线下👗
@DwainDomensen
小号（私信受限制），要福利🈷私信聊天号@JuanSancez 我的电报✈️号https://t.co/vuQkFBXbd7
距离你1.3公里 Katılım Haziran 2026
8 Takip Edilen6 Takipçiler
我觉得这次谷歌财报，将会是整个AI资本支出的一次集中大考。过去一年科技巨头砸下去的巨额资本开支，到底有没有开始转化成收入和利润？
第一，谷歌财报将会直接影响美股AI资本支出的逻辑。
按德银预测，谷歌云Q2收入增速可能达到70%，下半年甚至加速到75%。一季度末积压订单已经达到4620亿美元，同比增长400%。
如果云收入、订单积压和利润率继续一起往上走，市场会更愿意接受谷歌2026年1800亿—1900亿美元的资本开支，也会提高对微软、Meta、亚马逊等科技巨头AI投入的容忍度。
说白了，谷歌云一旦兑现，整个美股AI资本开支逻辑都给予大家更多信心。
第二，谷歌这份财报会直接影响半导体和数据中心供应链。
谷歌花出去的钱，会变成英伟达和博通的芯片收入、台积电的代工订单、HBM需求，以及网络、电力、光模块、液冷和数据中心建设支出。
最近半导体存储跌得很厉害，市场一直在怀疑AI投入会不会见顶。我个人感觉，谷歌这份财报会给出一个非常直接的答案。
云业务增长强、Capex继续上调，半导体的长期需求逻辑会重新获得支撑。而如果云增长低于预期，市场很可能会继续从存储半导体撤出资金，当然目前看不到这种可能性。
第三，谷歌自身权重足够大，财报波动很容易传导到整个指数。
$GOOG 在标普500和纳斯达克100里都是核心权重股。财报后只要出现明显涨跌， $QQQ、标普500 $VOO 、通信服务板块和大型科技股都会被带动。
更重要的是，市场会拿谷歌的数据去给微软、亚马逊、Meta和甲骨文重新估值。
所以我觉得，财报后的反应不会局限于GOOGL一只股票，而是整个AI交易一起重定价。
最后，搜索广告同样关键，因为这是谷歌继续烧钱的现金来源。
德银预计谷歌搜索Q2按固定汇率增长16.5%，Q3增长14%。
只要搜索广告还能稳定增长，谷歌就可以继续用高利润广告业务产生现金，再把钱投进云和AI基础设施。
所以这次财报，我最担心的是：
当搜索开始放缓、云业务没有明显加速、资本开支还在继续上升。那样市场会开始更慌张，AI投入什么时候才能真正产生回报？
所以我现在对这份财报的感觉很明确：
谷歌需要证明，AI资本开支已经从芯片厂商的收入，逐渐变成云厂商自己的收入和利润。
谷歌云如果交出接近70%的增长，美股AI行情会得到一次很强的基本面确认；数据如果跟不上投入，市场对整个科技股资本开支周期的质疑会迅速升温。
这次谷歌财报，整个美股AI交易都在等答案。
中文
codex 应该出一个slow mode ,0.5倍额度消耗,我就可以一直让codex自己干活
@thsottiaux
中文
“Science without epistemology, if one can conceive of it, is primitive and formless.”
These were the words of Albert Einstein at a conference on science, philosophy, and religion in New York in 1940.
Einstein was interested in philosophy from a young age. A medical student named Max Talmud often had dinner with his family. He gave Einstein popular science books to read and later introduced him to the works of Immanuel Kant. Talmud later said:
“I never saw him read for fun, and I didn’t see him spend time with other boys his age.”
Einstein’s interest in philosophy continued when he lived in Bern. In 1903, he and his friends Conrad Habicht and Maurice Solovine started a discussion group called the Olympia Academy. They met at Einstein’s home and talked about philosophy, physics, and literature. They read authors like Plato, Charles Dickens, Baruch Spinoza, David Hume, John Stuart Mill, and Richard Avenarius. They were especially impressed by Henri Poincaré’s book La Science et l'Hypothèse.
Solovine said, “We were deeply impressed for weeks.”
Even though Einstein is known for his work in science, he believed science and philosophy should be connected. After developing relativity, some people called his work a revolution. Einstein disagreed. He said his work was a natural continuation of earlier scientists like Michael Faraday, James Clerk Maxwell, and Hendrik Lorentz. He also said his work did not have any special philosophical meaning.
After 1920, Einstein wrote introductions and comments on philosophical works. He contributed to editions of De Rerum Natura and Dialogue Concerning the Two Chief World Systems. He studied the ideas of Bertrand Russell and was interested in them, but he did not fully agree with Benedetto Croce.
Einstein once said:
“I am not sure that philosophy and reason will guide human actions in the future, but they will always remain important for a small group of people.”
Einstein explored many fields and liked asking questions. This helped him understand both science and the world around him. Someone once said:
“Einstein was a physicist, not a philosopher, but the way he asked simple questions was philosophical.”
English
跌多了涨一涨，杠杆多头学乖了，今天缩量，典型空头回补。和4月初一样，市场是走出来的，抄底的一定做移动止盈或者平价止，剩下的看市场故事线有没有叠加，一般空头回补也不会一天结束。对投资来说买到有浮盈也不代表就是绝对低点。反正今天大回血😁
投资TALK君@TJ_Research
我是一个左侧选手，所以我喜欢接飞刀，估值合适就进。而不是300抢着进，200抢着卖。我关注 $NBIS $BE $NOK $LITE
中文
稳定币诞生后，真正改变的，不是支付，而是账户。
当美元脱离银行账户，「谁拥有用户资产」「谁承担监管责任」第一次成为一道开放题。
2026 年 7 月围绕 KAST 服务条款爆发的争议，正是这道开放题第一次被摆在众人面前。
为什么同样的稳定币卡产品为什么会走向完全不同的产品架构？
这篇文章，我们希望从账户所有权、监管逻辑和全球 Neobank 演进出发，重新回答一个问题：
下一代美元账户，究竟应该属于谁？
Bitget Wallet 中文频道 🩵@BitgetWalletCN
中文
