文|陈俊云 贾凯方 高飞翔 许英博2025Q2,科技巨头整体经营状况均显著好于市场此前偏谨慎的预期,云业务增速上行势头亦更加显著,同时随着AI应用渗透率提升,算力需求大于供给的趋势延续,叠加美国税收改革法案“大而美”法案(One Big Beautiful Bill Act,简称OBBBA法案)带来的自由现金流(FCF)增量,共同推动2025年整体资本性支出(CAPEX)指引上修,对于...
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