33_Tiger
04-25
$微软(MSFT)$
Meta财报后，有点担心微软财报，比较类似MSFT也是市场一致预期好，上个季度也有过关于资本开支压缩利润的质疑，生成式AI能否在这个季度加速创收覆盖AI相关的资本投入？
【竞猜】ARM盘后跌近10%！本周财报你看好谁？
本周 $Palantir(PLTR.US)$, $Arm Holdings(ARM.US)$, $迪士尼(DIS.US)$, $Rivian Automotive(RIVN.US)$ , $优步(UBER.US)$ , Shopify $Shopify(SHOP.US)$, $Arm Holdings(ARM.US)$, $Robinhood(HOOD.US)$, $Marathon Digital(MARA.US)$等公司将陆续发布财报，【有你提前布局或较为看好的公司吗？】——写下你的想法，皆能赢取虎币奖励！
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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颜里盐气
04-25
颜里盐气
不过，可以期待生成式AI在这个季度能够加速创收，并覆盖到与AI相关的资本投入。
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