中信建投发布研究报告称25Q2计算机机构重仓持股比例环比下降0.04pct连续六季度低配仍低于近三年历史平均水平;北美科

智通财经

09/08

中信建投发布研究报告称25Q2计算机机构重仓持股比例环比下降0.04pct连续六季度低配仍低于近三年历史平均水平;北美科技大厂资本开支持续旺盛Meta/苹果/OpenAI/Google/微软称将进行6000亿/6000亿/数千亿/2500亿/每年750-800亿美元投资计划博通XPU获超100亿美元新订单;Kimi9月5日发布Kimi-k2最新版本真实编程任务表现进一步提升；阿里同样于9月5日正式发布新模型Qwen3-Max-Preview性能较Qwen2.5-Max进一步增强。投资建议：海外大厂资本开支目标明确国内模型加速迭代。

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