中信建投發布研究報告稱25Q2計算機機構重倉持股比例按月下降0.04pct連續六季度低配仍低於近三年曆史平均水平;北美科

智通財經

2025/09/08

中信建投發布研究報告稱25Q2計算機機構重倉持股比例按月下降0.04pct連續六季度低配仍低於近三年曆史平均水平;北美科技大廠資本開支持續旺盛Meta/蘋果/OpenAI/Google/微軟稱將進行6000億/6000億/數千億/2500億/每年750-800億美元投資計劃博通XPU獲超100億美元新訂單;Kimi9月5日發布Kimi-k2最新版本真實編程任務表現進一步提升；阿里同樣於9月5日正式發布新模型Qwen3-Max-Preview性能較Qwen2.5-Max進一步增強。投資建議：海外大廠資本開支目標明確國內模型加速迭代。

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中信建投發布研究報告稱25Q2計算機機構重倉持股比例按月下降0.04pct連續六季度低配仍低於近三年曆史平均水平;北美科技大廠資本開支持續旺盛Meta/蘋果/OpenAI/Google/微軟稱將進行6000億/6000億/數千億/2500億/每年750-800億美元投資計劃博通XPU獲超100億美元新訂單;Kimi9月5日發布Kimi-k2最新版本真實編程任務表現進一步提升；阿里同樣於9月5日正式發布新模型Qwen3-Max-Preview性能較Qwen2.5-Max進一步增強。投資建議：海外大廠資本開支目標明確國內模型加速迭代。                </div>\n</div></body></html>\n<div class=\"bt-text\">\n\n\n<p> 來源：<a 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