本周观点市场方面，上周通信（申万）指数上涨12.38%，同期上证综指上涨0.84%，深证成指上涨4.36%。BAT（百度、阿里、腾讯）2Q25 合计资本开支为615 亿元，同比增长170%，环比增长13%，环比增速重回增长，其中阿里2Q25 资本开支386 亿元，同比提升224%。我们认为，阿里Q2 资本开支投入超出市场预期，国内互联网厂商资本开支增长已从Q2 起呈现拐点（市场此前预期需到Q3 ...
Source Link本周观点市场方面，上周通信（申万）指数上涨12.38%，同期上证综指上涨0.84%，深证成指上涨4.36%。BAT（百度、阿里、腾讯）2Q25 合计资本开支为615 亿元，同比增长170%，环比增长13%，环比增速重回增长，其中阿里2Q25 资本开支386 亿元，同比提升224%。我们认为，阿里Q2 资本开支投入超出市场预期，国内互联网厂商资本开支增长已从Q2 起呈现拐点（市场此前预期需到Q3 ...
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