核心观点：25Q1，腾讯资本开支为274.76 亿元，同比提高91.35%，其中用于AI 相关业务开展的资本开支为230 亿元，占资本开支总比重已超过80%。阿里巴巴资本开支为246.12 亿元，同比提高120.68%，已签约但尚未计提的资本性支出承诺金额为453.21 亿元，同比增长146.68%。考虑到当前算力芯片采购受中美贸易摩擦影响有所放缓，叠加阿里资本性支出承诺金额大幅提升，大厂AI ...
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