Mega 3 ER CapEx

来源: 越王剑 于 2025-10-29 14:20:17 [] [博客] [旧帖] [给我悄悄话] 阅读数 : (779 bytes)

Google: $91 billion to $93 billion, up from around $85 billion previously

Meta: $70 billion to $72 billion, up from a range of $66 billion to $72 billion previously and above the estimate $69.3 billion

MSFT: I only see Q3 data. Q3 CapEx $34.9 billion, up from $24 billion in the preceding quarter

所有跟帖： 

• Meta is a buy at the price of $679 -gladys- ♂ 给 gladys 发送悄悄话 gladys 的博客首页 (0 bytes) () 10/29/2025 postreply 14:33:47

• 677 is 200 sma -hahaha2025- ♂ 给 hahaha2025 发送悄悄话 (0 bytes) () 10/29/2025 postreply 14:47:29

• Yeah, lower the better -gladys- ♂ 给 gladys 发送悄悄话 gladys 的博客首页 (0 bytes) () 10/29/2025 postreply 14:52:34

• msft target？ -hahaha2025- ♂ 给 hahaha2025 发送悄悄话 (0 bytes) () 10/29/2025 postreply 15:21:34

• I have a lot of MSFT. I will add more below $500 -gladys- ♂ 给 gladys 发送悄悄话 gladys 的博客首页 (0 bytes) () 10/29/2025 postreply 15:33:15

• 富婆啊 -hahaha2025- ♂ 给 hahaha2025 发送悄悄话 (0 bytes) () 10/29/2025 postreply 15:46:05

• Meta is down because of one time tax charge -越王剑- ♂ 给 越王剑 发送悄悄话 越王剑 的博客首页 (38 bytes) () 10/29/2025 postreply 14:59:05

• 这个绝对不是原因，还是小札花钱太狠造成的 -dividend_growth- ♀ 给 dividend_growth 发送悄悄话 dividend_growth 的博客首页 (0 bytes) () 10/29/2025 postreply 15:09:11

• 这个好，一目了然。感觉 CapEX 还是略有上升,利好英伟达和 AVGO， -Austin8- ♀ 给 Austin8 发送悄悄话 (0 bytes) () 10/29/2025 postreply 14:44:38

请您先登陆，再发跟帖！