Henry Blodget on the Software Selloff Hysteria and the Problem for OpenAI

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最后,It’s a world away from the likes of Alphabet, Microsoft, Amazon and Meta, which are sitting on balance sheets built like fortresses, and until the recently announced capex spike for 2026, were generating strong free cash flows. Even a significant misallocation of capital wouldn’t threaten the solvency of companies with the financial profiles of Alphabet or Microsoft.

另外值得一提的是,Reducing taxes is the fastest way to increase cash flow. Every dollar saved in taxes is a dollar that stays in your business immediately.

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徐丽,资深行业分析师,长期关注行业前沿动态,擅长深度报道与趋势研判。