谷歌第二季度业绩超出预期，其中云业务营收增长82%至247.7亿美元，运营利润率扩大至34%。然而，受AI资本支出激增影响，谷歌自由现金流转为负58.6亿美元。
Meta Platforms第二季度每股收益（EPS）为6.18美元，低于预期的7.2173美元，不及预期14%，结束了连续六个季度的业绩超预期。公司总成本飙升55%，导致运营利润率从43%降至31%。Meta预计全年资本支出在1300亿至1450亿美元之间，费用将增至1650亿至1690亿美元。其自由现金流暴跌91.31%至7.84亿美元。
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谷歌Q2业绩超预期，Meta因成本飙升EPS不及预期
svmuu.com07/08/2026 13:23
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