通信行业周报:科技具体资本开支持续提升,我国卫星互联网快速发展

华龙证券
Aug 05

(以下内容从华龙证券《通信行业周报:科技具体资本开支持续提升,我国卫星互联网快速发展》研报附件原文摘录)摘要:周要闻:(1)META和微软近期发布的财报,在AI技术竞逐的背景下,两家公司均在加大投入,有望带动算力产业链需求持续增长。Meta预计2025年资本支出将达660亿美元至720亿美元,并计划投资数千亿美元建设超大规模数据中心,以支持其“超级智能”愿景。微软此前宣布计划在2025年投入800...

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