谷歌母公司Alphabet称2026年资本支出或翻倍 半导体与芯片设备股盘前应声上涨

美股速递
Feb 05

谷歌母公司Alphabet透露,其2026年的资本支出可能较当前水平增长一倍,这一信号迅速点燃市场热情。受此消息提振,半导体及芯片设备类股票在盘前交易中集体走强。

业内人士分析,科技巨头扩大资本开支往往预示着对算力基础设施的长期投入,将直接拉动上游芯片产业链需求。市场预期人工智能数据中心、云计算等高端芯片赛道有望持续受益。

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