傍晚看了一眼美股盘前，谷歌那边比早上说的还要惨，盘前跌了10%多。负自由现金流90多亿美元，全年资本开支还要花1950亿到2050亿，AI烧钱这事今天是真开始被算账了。微软那边盘前还涨着，纳指期货跌了1%多，软件股也跟着遭殃，Fortinet盘前跌了25%多。今晚8点半先来GDP和PCE，盘后还有亚马逊和英特尔。
#美股 #AI
#美股 #AI
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