上周谷歌的财报算是又一次带动了市场的AI热情。如此高的上修也会带动半导体产业链的业绩。花旗基于其资本开支分配和半导体公司收入来源做了业绩上修:谷歌追加资本支出 100 亿美元,2025 财年指引由 750 亿美元上调至 850 亿美元,显著高于市场一致预期的 750 亿美元,核心驱动力来自 AI 与云端需求持续升温;公司暗示 2026 财年资本支出仍将上行。其 占博通营收约 20%,为本轮资本支出...
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