$谷歌-C(GOOG.US)$谷歌-A(GOOGL.US)谷歌今年的资本支出有望达到 490 亿美元，比 2023 年的总额增长 52%。
面对投资过度的质疑，谷歌 CEO 桑达尔·皮查伊认为，“（人工智能）投资不足的风险远远大于过度投资的风险。”
但图上 25 年开支会放缓很多（微软、meta 等也是一样的，他们都是英伟达最大的大客户），换句话说，英伟达 25 年的收入也会放缓很多
所以英伟达可能会在 8 月财报后见顶，然后宽幅震荡
$英伟达 (NVDA.US)
DJT
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