亚马逊 vs. Alphabet:4200亿美元AI资本开支挤压令两者均维持“持有”评级 (NASDAQ:AMZN)
· seekingalpha.com
Amazon.com, Inc.与Alphabet Inc.均获“持有”评级,因AI驱动的云增长提振利润,但资本开支给现金流蒙上阴影。点击查看AMZN与GOOG对比。
Amazon.com, Inc. ( AMZN ) and Alphabet Inc. ( GOOGL ) are accelerating their artificial intelligence infrastructure investments at a pace that challenges conven...