7月7日，云计算概念股普涨，赛富时涨超2%，ServiceNow、Meta Platforms, Inc.、阿里巴巴涨近2%，IBM涨超1%，微软涨超0.5%。
消息面上，摩根士丹利首席美股策略师Michael Wilson指出，半导体股票此前涨幅较大，上行动能正在减弱，市场资金正开始流向表现相对落后的AI相关标的，其中包括超大规模数据中心运营商。从资金切换方向看，微软、亚马逊、Meta等公司仍是AI基础设施建设的重要参与者，同时具备云计算、广告、电商或企业软件等核心业务支撑。相比部分半导体公司此前已经积累较大涨幅，超大规模云厂商在AI资本开支、云服务需求和企业客户基础方面仍具备较强业务延展性。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.