EPISODE · May 27, 2026 · 10 MIN
EP01 同样是千亿级烧钱，为什么谷歌涨、Meta跌
from 钱进雷达
二零二六年四月二十九日,Alphabet 和 Meta 同日发布财报。两家都在疯狂烧 AI 的钱,两家都把全年开支调到了天文数字。结果——谷歌涨 7%,Meta 跌 9%。华尔街到底在奖励谁、惩罚谁?同样千亿级的资本支出,为什么市场给出了完全相反的反馈?这一期钱进雷达,我们用「收据机器」与「流量漏斗」两个关键词,拆解这场科技史上罕见的财报冰火两重天。关键词:#谷歌财报 #Meta财报 #AI资本开支 #AI审计期
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EP01 同样是千亿级烧钱，为什么谷歌涨、Meta跌
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