AI巨头今明年资本开支增速预期上调

塔子哥的随笔
Aug 08

AI资本开支增速一直是市场关注的热点。对于明年的资本开支,都知道会放缓,那么会放缓多少呢?在科技巨头交出亮眼财报和扩大资本开支之后,摩根士丹利今日发布报告,同时上调了今明两年的资本开支增速预期:今年56%,明年31%。摩根士丹利写道:根据二季度财报,2025年全球云资本支出目前预计达4,450亿美元,同比增长56%,较两周前预测高出12个百分点。我们同时公布2026年全球云资本支出的初步共识预测:...

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