FT商學院

Growth does not persist
爲什麼成長不會持久?

And your model is wrong
而你的模型是錯誤的。

Good morning. Yesterday’s market response to Google’s disappointing earnings report, which landed the evening before, surprised us. The market appeared to conclude that Google’s problems are Big Tech problems — Google, Microsoft and Amazon all got hit hard, while the market as a whole was merely dreary.

早上好。昨天市場對谷歌公司前天晚上發佈的令人失望的收益報告的反應讓我們感到驚訝。市場似乎得出結論,谷歌的問題是大型科技公司的問題——谷歌、微軟和亞馬遜都受到了沉重打擊,而整個市場只是沉悶。

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