· 个股论点

GOOGL上调资本支出指引后股价大跌,博主猜测是去杠杆所致。

涉及标的:

相关概念: 美联储利率AI 资本支出

中文翻译

@wannabepanacea 我最近刚退出(市场),正在从两轮手术中恢复。鉴于 $GOOGL 上周上调了资本支出指引,这一跌幅至少可以说是令人惊讶。我需要去查一下加息概率,但我猜测这只是去杠杆。

英文原文

@wannabepanacea I've been out if it recently, just recovering from 2 rounds of surgery. Drop was been surprising to say the least given $GOOGL hiked capex guidance last week. Will need to check on rate hike odds, but my guess is just deleveraging.

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