Alphabet 目前尚未把全部现金流花出去，若资本开支保持稳定，眼下状况无虞；下周若 AI 支出保持平稳，将安抚市场，而支出大幅增加则会引发负面反应。至于这是否足以提振股价，尚不清楚。
逐段跳播
说到Alphabet、Microsoft、Amazon，甚至Microsoft。是的，我认为下周这些大公司发布财报时，我们就能更好地了解市场情绪以及事情会如何发展。Alphabet这类公司以及所有这些公司都有很大空间，既能重新承诺投入AI、表明“我们看到了长期投资回报”，同时也不必非要把资本开支推到天花板。
我们稳扎稳打。这招是有效的，各位，给我们点时间。我不知道这是否足以让股价走高，但它可能让市场情绪平静下来。当然，下周也可能出现灾难。我无法预测未来。也可能Alphabet会说：“天哪，我们得花这个钱、那个钱，还有别的。”
talking about Alphabet, Microsoft, Amazon, even Microsoft. Yes, I think that we we will get a better read on sentiment on how this is going next week when the adults report. There's a lot of room for the alphabets of the world and all these guys to kind of both recommmit to AI to say AI.
We see the long-term ROI, but also we don't need to just boost our capex to the roof. We're steady as she goes. It's working, guys. Just give us time. I don't know if it'll be enough to kind of say stocks go higher, but it could calm the room.
Now, we could have a disaster next week. I can't predict the future. We could have alphabet going, "Oh my god, we have to spend this, that, and the other."
比如，如果Alphabet说我们要增加支出，那现在这种情况是会引发负面反应，还是恰恰相反？我认为，支出大幅增加会引发负面反应。我认为本周、下周最好的情形是市场情绪平静下来，因为你看，其中一些公司现在把全部现金流都花出去了，但Alphabet其实还没有到那种乱七八糟的地步。
它们已经相当接近把流入的现金全部花掉，再靠一些相当不错的债券交易来补充。它们现在没问题，如果它们再次表示稳扎稳打、我们不必把东西推到天上、我们不必那样做。
like if Alphabet says we're increasing our spending, are we at the point where that's going to get a negative reaction or is it the opposite? I think I think a huge increase in spending is going to get a negative reaction.
I think the best case scenario for this week for next week is a calming of the markets because look some of these companies they are now spending all their cash flow but Alphabet really isn't topsyturvy yet.
They are you know they they are pretty close to just spending the cash that's coming in and augmenting it with some pretty good bond deals. They are fine right now if they say again steady as she goes.
We don't have to like boost things to the moon. We don't have to.
观察点
这个频道对 $GOOGL 的历次判断
The Motley Fool 在这只股票上共 9 条判断，这里只列相邻的几条。