实际上Mega 7 have NOT pulled back on Capex

来源: bogbog 于 2026-02-05 14:21:57 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (346 bytes)
本帖于 2026-02-05 17:03:55 时间, 由普通用户 bogbog 编辑
回答: Holy, AMZN project 200B CapEx, lol 由 三心三意 于 2026-02-05 13:06:13

Despite a hit to margins. This is exactly what we want to see.  They don’t care if the share price temporarily pulls back, they know it's part of the cycle.

所有跟帖： 

• 你说的这个make sense，他们肯定比大多数人聪明，市场这么反应还加倍的投，肯定有原因 -ihavingfun- ♂ 给 ihavingfun 发送悄悄话 (0 bytes) () 02/05/2026 postreply 14:32:18

• 很有道理 -dancingpig- ♀ 给 dancingpig 发送悄悄话 (0 bytes) () 02/05/2026 postreply 14:41:47

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