专家逆势看涨！美股科技巨头迎来长期布局良机，AI支出回落成关键信号
智通财经APP获悉，Brave Eagle Wealth的首席投资官Robert Ruggirello表示，美股大型科技股长期存在机会，尤其是在人工智能(AI)资本支出出现回落的情况下。
Ruggirello表示：“如果我们看到大型科技公司缩减资本支出，这实际上可能被视为一个积极的信号，因为就在几个月前，投资者还在质疑大型科技公司在人工智能方面的巨额支出。”
然而，Alphabet(GOOGL.US)首席执行官最近承诺投资约750亿美元建设数据中心基础设施。在2024年第四季度，该公司斥资140亿美元，用于推动谷歌服务、谷歌云和谷歌DeepMind业务的增长。
Alphabet 、亚马逊(AMZN.US)、Meta(META.US)和微软(MSFT.US)预计将把资本支出提高到3220亿美元，比今年的预期高出约40%。
以下是大型科技公司的Seeking Alpha量化评级和资本支出年增长率。
在排名前十的股票中，只有Adobe(ADBE.US)的量化评级为“买入”。此外，今年以来，大多数科技公司股价出现下跌，以科技股为主的纳指跌15%。
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