北美云厂商业绩迎来爆发式增长,微软、Meta等多家大厂近日发布的财报数据均远超市场预期,并一致上调了在算力等基础设施领域的资本开支,被视为AI算力需求持续高涨的强烈信号,市场广泛看好以工业富联为代表的龙头算力厂商的业绩前景。云巨头业绩全线飘红,AI驱动增长新时代当地时间7月30日,微软公布2025财年第四财季(第二季度)财务报告,营收达764.4亿美元,同比增长18%,创近三年最快增速;净利润为...
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