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← @tychozzz

$GOOGL

BULLISH2026-07-22
Price around the call
↑ 2026-07-22
By horizonMaturing · ~17 trading days to go
1d
✓ +0.5%
5d
…
21d
…
Original post
Nico投资有道 · 2026-07-22

万众瞩目的第一家大科技 $GOOGL 财报终于出炉了。 实际 EPS 9.11 美元,而预期是 2.91 美元,beat 幅度 213%,大幅 beat,不过其中 6.26 美元来自股权投资收益,而非主营业利润暴增,大家别激动。 实际营收 1198 亿美元,而预期是 1170 亿美元,小幅 beat,同比增长 24%,营收很强劲。 实际的季度 Capex 449 亿美元,而预期是 442 亿美元,也是小幅 beat。 还有一点值得关注的地方是,这个季度自由现金流出现了向下拐点,近几年第一次出现负数,-58.6 亿美元,看来 我们还是低谷了 AI 投资的威力… Google 发布财报同时,盘后半导体指数继续上涨,SOXX 一度站上 560。 等等听听财报会议上管理层怎么说吧,尤其是资本支出这一块。

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