CNBC 快讯 4月30日 01:02 华尔街仍更信任Google而非Meta的AI投资效率 Investors still trust Google more than Meta when it comes to spending their money on AI Alphabet and Meta both boosted their capex guidance in their first-quarter earnings reports, but Wall Street viewed one… FG 100 读报告 →
CNBC 快讯 4月30日 11:21 Meta Platforms 因大规模 AI 支出预测遭摩根大通下调评级 Meta Platforms gets a downgrade from JPMorgan on massive AI spending forecast Meta Platform faces a "challenging path" to capitalizing on its costly artificial intelligence as competition in the spa… FG 100 读报告 →
CNBC 快讯 4月30日 14:06 Alphabet 与 Meta 同日宣布资本支出增加,但市场反应两极分化 Alphabet pops, Meta tanks as each company raises capex spend Both Alphabet and Meta said they expect their capex to continue growing this year, but investors sent Alphabet's shares… FG 100 读报告 →