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隼先生怎麼說#EP245｜Google雲服務長44%成長反超第一，Amazon跟OpenAI扯上關係自砍估值
Saturday, 7 February, 2026

1:12 雲端營收成長率，Google暴增至44%反超一大段 4:08 ASIC伺服器成長率宇硬體供應鏈仍是看好的方向 5:53 資本支出全數高於預期，6~7成成長，Google看翻倍 7:45 自由現金流的正負，乃至於[CapEx/OCF]之比例 9:41 Google FCF預期仍為正，Amazon開始要增發債 12:05 股價表現大致反應如此，Google獨強 14:15 OpenAI資金鏈，成為估值黑魔法，扯上關連都跌 16:49 AI進入激烈競爭，適者生存，有人會離開市場 17:48 債券降評、貸款轉售等等潛在事件，是大利空關鍵字 20:05 軟體股10月起就掉隊一直跌，先前podcast就有提及 22:50 平衡報導的重要性，有人漲也有人跌，類股產業權重問題 24:15 AI的遊戲即時世界生成，娛樂對初期商業化應用是必然的 27:30 總結 -- Hosting provided by SoundOn

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