电子周观点：海外AI 产业链业绩及资本开支超预期，AI 算力硬件需求持续强劲。全球AI 产业链公司陆续公布2025Q2 业绩，很多公司AI 业绩超预期，Meta 及微软也发布了超预期的Q2 业绩，并对2026 年资本开支展望乐观。Meta 25Q2营收475.16 亿美元，同比22%，高于市场预期的448 亿美元；净利润同比增长36%至183.37 亿美元，远高于市场预期。Meta 预计2025 ...
Source Link电子周观点：海外AI 产业链业绩及资本开支超预期，AI 算力硬件需求持续强劲。全球AI 产业链公司陆续公布2025Q2 业绩，很多公司AI 业绩超预期，Meta 及微软也发布了超预期的Q2 业绩，并对2026 年资本开支展望乐观。Meta 25Q2营收475.16 亿美元，同比22%，高于市场预期的448 亿美元；净利润同比增长36%至183.37 亿美元，远高于市场预期。Meta 预计2025 ...
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