Liam DING
D. Brief
Daily Tech briefing, decoded by Liam DING. Syncing your brain with the future of Tech & Investment.
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Episodes
微软的「算力税」困境：从云服务商到 AI 生存竞赛的变焦 04.02.2026 2:13
微软的「算力税」困境：从云服务商到 AI 生存竞赛的变焦：在雷德蒙德的办公楼里，资本开支（Capex）的数字正变成一个令人窒息的「紧箍咒」。微软刚刚在第二季度交出了 375 亿美元的资本支出账单，这个数字不仅刷新了纪录，更像是一枚重磅炸弹，直接震落了 3570 亿美元的市值。尽管 Azure 的订…
2026-02-04科技简报 04.02.2026 2:15
2026-02-04科技简报：- 核心事件：微软（Microsoft）遭遇“财报劫”，股价单日暴跌 10%，市值蒸发 3570 亿美元，创下美股历史上第二大单日市值损失纪录。市场担忧主要集中在：即便 AI 需求旺盛，但由于英伟达（NVIDIA）GPU 供应短缺及台积电（…
Podcast: 每日科技简报 03.02.2026 2:26
AI 生成的播客版本：每日科技简报
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