Post
Mulight沐光
Show original
Big Tech AI 资本开支分歧 — 微软/Meta/谷歌财报后的市场撕裂
核心数据：
- 三家未来一年AI capex合计7250亿美元
- Moody's警告"前所未有"的支出威胁信用质量
- 数据中心租赁合同堆到8500亿美元
- 但三家财报均未因capex被砸盘——微软云增速30%+，Meta首次给出AI广告ROI
同一个数字两套算法——看空算自由现金流何时压垮，看多算基础设施五年后值多少。Amazon Q2是最后一张答卷。
Mulight沐光
Originally, I was watching how much NVIDIA dropped, but then I glanced at the storage sector—MU, STX, WDC all fell 7-9% in the past 5 days, even worse than NVDA's -5%.
Isn't AI demand supposed to be booming? Storage chips are the hardware foundation for AI training, and the simultaneous crash of these three indicates it's not just individual stocks hitting a snag, but a cooling down at the industry level. Storage tends to fall before compute chips and is often more worth watching—it acts as a thermometer for the upstream of the industry chain.
Next time Micron, Seagate, and Western Digital move synchronously, don't just focus on NVDA.
The above does not constitute investment advice; please base your judgments on your own research.
Disclaimer: OKX Orbit content is provided for informational purposes only. Learn more
Replies
No comments yet. Be the first to reply!
