周四，云计算服务商股拉升，NEBIUS 涨幅扩大至10%， 连创新高。IREN Ltd 涨超7%， CoreWeave, Inc. 、 甲骨文 涨超5%。
摩根士丹利发布研报指，AI基础设施建设速度和规模，远超市场一年前预期。此前市场预计，五家超大规模云服务商(谷歌母公司Alphabet、微软、亚马逊、Meta和甲骨文)在2026年和2027年的资本支出合计均为约4500亿美元，但在最新财报季后，该行已将预测大幅上修。具体而言，五大云巨头2026年资本开支预计约8000亿美元，2027年则进一步升至约1.16万亿美元。
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