电子行业周观点:从巨头财报周看最新CAPEX

国盛证券
03 Aug

CSP 相继上调资本开支指引,高度重视AI 产业链变革及业绩爆发机遇。谷歌、Meta、亚马逊相继上调全年资本开支预期,谷歌上调25 年100亿美元资本开支至850 亿美元,Meta 上调25 年资本开支预期至660-720 亿美元,亚马逊表示目前需求已经超过了供给,上调25 年资本开支至1200 亿美元左右,商业模式角度,微软Azure 连续大幅超预期,未来资本开支更多投向短周期资产,我们认为主要...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10