不应该呀， 能不能比较一下它们3家的现金流情况？

For MSFT, I know why, they explained in cc that they are pivoting more towards paying off data center build up with cash, vs leasing data center as before. Management team explained that this could speed up the data center construction as they do not need to rely on 3rd parties if they were to lease data centers

所有跟帖： 

• 看看这三个比较。第一个是亚麻，第二个是狗狗，第三个是微软 -aloevera- ♀ (225 bytes) () 02/05/2026 postreply 14:04:56

• AMZN 还好，现金流下降速度在降低 -三心三意- ♂ (0 bytes) () 02/05/2026 postreply 14:15:37

• 但是Free cash flow下降的趋势花街不喜欢。 -aloevera- ♀ (0 bytes) () 02/05/2026 postreply 14:40:21

• 花街现在砸盘，正好给了机会捞好公司的股票。微软的现金流下降其实是好事，自己建数据中心比租界要快 -三心三意- ♂ (0 bytes) () 02/05/2026 postreply 14:47:50

• 我没听他们的cc, 微软自己建中心来快速meet demand也是拼了，否则肥水流到外人田呵呵 -aloevera- ♀ (128 bytes) () 02/05/2026 postreply 15:11:08

• 狗狗还是最好。 -桃花源里人家- ♂ (0 bytes) () 02/05/2026 postreply 15:22:57

• 他目前还不是market leader yet。 市场需要NVDA向上突破，才行。 -bogbog- ♀ (0 bytes) () 02/05/2026 postreply 16:36:02