资本支出飙升成为贯穿所有财报的共同主线。谷歌和Meta双双上调了2025年资本支出指引,并预告2026年投入将进一步“显著”增加。谷歌将2025年资本支出指引提高至910亿—930亿美元,Meta上调至700亿—720亿美元,微软刚刚结束的财季资本支出已达创纪录的349亿美元,远超市场预期的300亿美元。尽管最新财报季给大型科技公司的股价带来了不同的命运,但一个明确无误的信号已经发出:在人工智能(...
Source Link资本支出飙升成为贯穿所有财报的共同主线。谷歌和Meta双双上调了2025年资本支出指引,并预告2026年投入将进一步“显著”增加。谷歌将2025年资本支出指引提高至910亿—930亿美元,Meta上调至700亿—720亿美元,微软刚刚结束的财季资本支出已达创纪录的349亿美元,远超市场预期的300亿美元。尽管最新财报季给大型科技公司的股价带来了不同的命运,但一个明确无误的信号已经发出:在人工智能(...
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