事件：近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，25Q2 各家CAPEX 持续高企，四家单季度CAPEX 合计约950 亿美元，同比+67%，环比+24%，并且均对未来CAPEX 表达了乐观预期。此外，受AI 需求驱动，微软和谷歌的云业务增速也迎来进一步提升。海外巨头持续加大CAPEX 投入，并对未来CAPEX 表达乐观预期：具体各家情况来看，1）Meta：25Q2 单季度CAPEX ...
Source Link事件：近期海外巨头微软/谷歌/Meta/亚马逊相继披露财报，25Q2 各家CAPEX 持续高企，四家单季度CAPEX 合计约950 亿美元，同比+67%，环比+24%，并且均对未来CAPEX 表达了乐观预期。此外，受AI 需求驱动，微软和谷歌的云业务增速也迎来进一步提升。海外巨头持续加大CAPEX 投入，并对未来CAPEX 表达乐观预期：具体各家情况来看，1）Meta：25Q2 单季度CAPEX ...
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