谷歌、Meta和亚马逊AI投资加速,折旧成本成利润隐忧

金十数据
Sep 18

随着大型科技公司加大资本开支,不断攀升的折旧成本正在威胁其利润率,而华尔街似乎严重低估了这一影响。科技巨头的人工智能投资狂潮有一个被忽视的隐藏成本。根据美国银行分析师贾斯汀·波斯特(Justin Post)的说法,Alphabet(GOOGL.O)、亚马逊(AMZN.O)和Meta Platforms(META.O)三家公司到今年年底的资本开支预计将达到2740亿美元,但账单可能比预期更早到来——...

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