互联网行业：我们展望中投资者的四大担忧与反驳-Internet-Top 4 Investor Concerns and Pushbacks from Our Outlook
2026-01-23 15:35
January 22, 2026 11:12 PM GMT Internet | North America Top 4 Investor Concerns and Pushbacks from Our Outlook We address 1) What numbers matter most to making AMZN outperform this year 2) The importance of Search revisions at GOOGL 3) META revenue and ROIC on capex approaching $170bn and 4) Why '26 will be another year to stay focused on GW capacity coming on What are Investors Focused on? In Internet: 10 Debates to Shape the Sector and Key Picks in '26 (12 Jan 2026) we detailed 10 key themes we see shaping ...