电子行业周报:META、微软上调资本开支 苹果业务表现强劲

国投证券
03 Aug

Meta 和微软披露财报,并上调资本开支Meta 公布第二季度业绩,第二季度营收达475 亿美元,每股收益7.14 美元,为应对快速演进的AI 竞赛,公司继续在人才、基础设施、数据中心和能源方面进行大量投资,上调2025 年全年支出将在660 亿美元至720 亿美元之间,此前预计全年支出下限为640 亿美元。公司正积极进军智能眼镜领域,已推出Ray-BanMeta智能眼镜,并在6 月发布...

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