Rich Habits发布 2026-07-31
《Situational Awareness' Collapse, Big Tech Earnings & The Fed》
$AMZN看涨
AMZN被低估；批准付费机器人出租车服务创造了高利润的经常性收入流，支撑长期看涨论点。
你看看微软、Meta 和亚马逊。它们每年进口数千亿美元的半导体设备、电信设备以及诸如此类的东西。
You go look at Microsoft and Meta and Amazon. They're importing hundreds of billions of dollars of semiconductor equipment and telecom equipment and things of that nature.
我们都认为英伟达便宜，亚马逊也便宜。
We both think that Nvidia is cheap, Amazon is cheap.
所以如果你想一想，在 Meta、Alphabet、微软和亚马逊之间，我们看到的 2026 年仅一年的 AI 相关资本支出合计将接近 5000 亿美元。Meta 为 1300 亿至 1450 亿美元，Alphabet 为 1950 亿至 2050 亿美元，而微软和亚马逊本周尚未更新其指引。
So if you think about it, between Meta, Alphabet, Microsoft, and Amazon, we're looking at combined AI related capital expenditures approaching 500 billion in 2026 alone. Meta at 130 to 145 billion, Alphabet at 195 to 205 billion, and Microsoft and Amazon have not yet updated their guidance this week.