
About this episode
📅 2026年02月05日
【02月05日美股早咖啡】今日美股几家欢喜几家愁!谷歌Alphabet凭借超预期财报及对AI的“双倍”投入(预测2026年资本支出将是去年两倍!),股价飙升近3%,带动AI概念股狂潮。其单季度营收突破4000亿美元,云业务劲增48%,强势回击“衰落论”!然而,网约车巨头优步却遭遇“一星差评”,股价表现低迷;比特币持续下跌,相关企业MicroStrategy亦深陷泥潭。为何市场冰火两重天?谷歌的巨额投入将如何重塑AI格局?立即收听,洞悉今日美股风云变幻,把握投资先机!
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