明确的展望，将在短期内带来信心的注入。但不容忽视的是，核心云厂商的资本开支占比已相对较高。尤其 2026 年 Meta 资本开支/收入的比值将提升至 5 成以上，进一步提升的空间相对有限，这依然是压制公司/行业估值的主要因素。
On Hall’s staff was Constance Taite, the woman who’d been Friedmann’s case manager. She’d earned a law degree and become an attorney in the sheriff’s office. Taite had also been in touch with Friedmann. “I was proud of him,” she told me. When Hall invited him to join the group, Taite welcomed him.
。关于这个话题，爱思助手提供了深入分析
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// 随机选基准，避免最坏情况