科技巨头财报释放的最重要信号:AI开始赚钱了!

华尔街见闻
Aug 01

科技巨头正用一份份超预期的财报,缓解市场对其在人工智能领域历史性“烧钱”模式的焦虑。最新业绩表明,这场昂贵的AI赌注已不再只是成本黑洞,而是开始切实地提振收入,一个投资回报的叙事正在形成。 在本轮财报季中,微软、Alphabet和Meta成为明显的赢家。在公布了两位数的收入和净利润增长后,三家公司市值合计飙升超过3500亿美元。其中,微软市值突破4万亿美元,紧随芯片制造商英伟达之后;Meta股价也...

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