
替你追 AI 巨頭的錢:誰拿到合約、交付了什麼,付款與收入又有多少證據。
| Platform | Pricing | Freemium | Publishes | Daily | |
|---|---|---|---|---|---|
| Issues | 193 | Founded | 6 months ago | Last Issue | 6 days ago |
| Active | Language | ||||

每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report
同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。
ENTG(Technology)$160.00|訊號日 10/29
CCNEP(Financial)$25.05|訊號...
Microsoft(MSFT)FY2027 第一季 Azure 年增 48% 高於指引,含融資租賃的資本支出 452 億美元低於上一季給的指引,財務長歸因第三方算力延後交付。本文判斷這是交付時點問題,並把改列營業租賃的資料中心租約與 3,646 億美元待起租的租約算進微軟的投入。
微軟(MSFT)2026 年 10 月 28 日公布 FY2027 第一季財報並召開法說,這一季是 2026 年 7 到 9 月,含融資租賃的資本支出 452 億美元,低於上一季給的指引。看到「微...
每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report
同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。
OKTA(Technology)$226.07|訊號日 10/27
TEL(Technology)$225.35|訊號...
每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report
同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。
AER(Industrials)$150.05|訊號日 10/27
OKTA(Technology)$226.07|訊...
每日從「面上強的 vs 底下動的」追板塊資金。完整 Layer 0/1/3/4/5 互動報告 → gooptions.cc/trend-core-daily-report
同時具備:均線多頭排列 + 近 3 日新趨勢上升訊號 + RSI 甜蜜點。⭐ = 近 14 日有內部人買入。
J(Industrials)$147.14|訊號日 10/26
FOXA(Communication Services...
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我替你追 AI 巨頭的錢:微軟、Google、Meta、NVIDIA 宣布的支出,後來變成誰的合約、交付了什麼,付款與收入又有多少證據。每一關各自查證,查不到就標未取得。深度研究照常做,主線是 AI 算力、CPO、CPU 新週期與 800VDC 供電。不報明牌,每個判斷都寫失效條件。
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