Alphabet的搜索恐慌是买入机会——亚马逊的现金问题则不然（纳斯达克：GOOG）
· seekingalpha.com
Alphabet的搜索、AI变现和云计算实力压过了风险，而亚马逊的AWS仍面临资本支出压力。在此处阅读更多关于GOOG和AMZN股票的分析。
Two hyperscalers have reported their Q3 numbers recently and are seeing different reactions in an AI market already under pressure even before earnings. I have ...