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布莱登森林

10-30

$谷歌(GOOG)$ 非常亮眼的财报。市场原本预期云服务厂商投资GPU是不计利润率的，结果谷歌的云服务OPM大超预期，营收也显著超预期。谷歌作为竞争力最弱的云服务，业绩超预期

AI发力！大超预期的谷歌你会加仓吗？

谷歌Q3云收入劲增35%，总营收意外提速，AI动力十足，资本支出略超预期，盘后一度跳涨超6%。【大超预期的谷歌，你有提前上车吗？谷歌后市你是否看好？】

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