智通财经APP获悉，周四，英伟达概念股多数强势，Applied Digital(APLD.US)飙升近38%，CoreWeave(CRWV.US)涨近15%，NEBIUS(NBIS.US)涨超8%，文远知行(WRD.US)涨超5%。消息面上，本周，科技巨头的业绩连环炸场。谷歌、Meta Platforms、微软陆续披露超预期的业绩正在重振AI信仰。从这3家公司的资本开支可以窥探出，科技巨头们将持续在AI方面进行大量的投资。
谷歌表示，全年资本支出将提高13%，达到850亿美元，而不是今年早些时候预测的750亿美元。Meta上调了2025年资本支出的下限，公司目前预计2025年全年支出将在660亿美元至720亿美元之间，此前预计下限为640亿美元。微软2025财年四季度242亿美元的总资本支出创单季最高纪录，环比增近13.1%，预计下一季的资本支出将超过300亿美元。基于此，市场当前对AI后续走势的情绪十分乐观。
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