时光预言机i
时光预言机i|10月 29, 2026 06:18
The Fed meeting in the early morning met expectations—no rate hikes or cuts—yet the market still fell. Why? The key factors are Warsh's hawkish remarks, Google's disappointing earnings, and persistently high oil prices. Interestingly, Trump has been trying to control oil prices to enrich himself. The market fell rapidly after Google's earnings report was released at 4 AM. Google's revenue and earnings per share both missed expectations, raising concerns about cash flow pressure from AI. However, Google Cloud revenue was approximately $30.7 billion, a strong 103% year-over-year increase. The market is now focusing not on who invests the most, but on who can convert that investment into revenue, profit, and cash flow first. Google fell nearly 10% after the earnings report. Google's biggest problem is quickly converting its AI investments into profits to reduce cash flow pressure. If it can solve this, it will still be a good stock. This decline has also provided investors with low-priced shares, approaching the lows of March this year. 285-258 are good buying opportunities.
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