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杰克船长宏观策略
@macrotradecn
Joined September 2011
95 Following    159.3K Followers
杰克船长宏观策略@macrotradecn
2026.06.25 14:33
5家hyperscaler ( AMZN MSFT GOOG META ORCL)未来12个月自由现金流预测(FCF)，从2024年的~ 330B高位，断崖砸向现在接近0的水平 而同期S&P500冲上历史新高 两条线过去12年第一次出现极端背离
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