📌 X Insight Update[x_fin] (2026/02/06 22:49)
- $NVDA is leading the 2026 charge, fueled by massive CapEx commitments: $AMZN ($200B), $GOOGL ($180B), $META ($125B), $MSFT ($118B). 引用[1]
- $AMZN’s ad unit alone commands a ~$450B valuation, priced at ~15x EBITDA.