瑞银财管:上调全球科技公司今明两年盈利增长预测

智通财经网
Aug 01, 2025

智通财经APP获悉,瑞银财富管理亚太区投资总监办公室表示,撇开任何单一公司的观点不谈,近期的盈利情况与瑞银财管对人工智能(AI)结构性增长的乐观看法相符。瑞银财管上调了今年和明年的资本支出预测,并预计2025年全球科技公司盈利将增长15%,高于该行先前预测的12%。2026年,人工智能资本支出可能达到5000亿美元。微软9月季度的300亿美元资本支出计划,较过去6个季度平均200亿美元有所提升。...

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