中文翻译
@haranguetan_ 在评论之前，具备一点点阅读理解能力会有所帮助。 AI资本支出(Capex) -> 流向内存、光子学、晶圆代工厂等上游半导体领域。这些参与者乐在其中。 $GOOGL 本身正在花钱，所以市场可能不喜欢他们（指谷歌）这一点。 但对于接收这些资金的参与者来说，这是积极的。
· 供应链分析
AI资本支出利好上游半导体，但市场担忧谷歌自身支出。
涉及标的： $GOOGL
相关概念： AI 资本支出光子学 Photonics
英文原文
@haranguetan_ Having an iota of reading comphrension helps a bit before commenting. AI Capex -> goes to upstream semis from memory, photonics, foundries, and others. These players are happy. $GOOGL itself is spending the money, so markets might not like that for them in specific. But it's positive to the players that receive that capital.