谷歌Capex上修帶動Semi擴張

塔子哥的隨筆

2025/07/28

上周谷歌的財報算是又一次帶動了市場的AI熱情。如此高的上修也會帶動半導體產業鏈的業績。花旗基於其資本開支分配和半導體公司收入來源做了業績上修：谷歌追加資本支出 100 億美元，2025 財年指引由 750 億美元上調至 850 億美元，顯著高於市場一致預期的 750 億美元，核心驅動力來自 AI 與雲端需求持續升溫；公司暗示 2026 財年資本支出仍將上行。其佔博通營收約 20%，為本輪資本支出...

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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728231605a6c63695&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728231605a6c63695&s=b\">塔子哥的隨筆</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0345768153.USD","symbol_name":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728231605a6c63695&s=b","article_id":"2554770044","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250728231605a6c63695&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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