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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