本周,市场对美股科技巨头财报的焦点,是其“资本支出”数字。科技公司正竞相投入巨额资金建设AI超级计算中心。分析师预计大型科技公司明年总资本支出将增长24%至近5500亿美元。投资者将密切关注这些巨额投入能否转化为实际增长,以平衡投资与回报。本周,当科技巨头们陆续公布业绩时,华尔街的目光将穿透营收和利润等传统指标,聚焦于一个更能揭示未来的数字:资本支出。微软、Alphabet、Meta将于本周三公布...
Source Link本周,市场对美股科技巨头财报的焦点,是其“资本支出”数字。科技公司正竞相投入巨额资金建设AI超级计算中心。分析师预计大型科技公司明年总资本支出将增长24%至近5500亿美元。投资者将密切关注这些巨额投入能否转化为实际增长,以平衡投资与回报。本周,当科技巨头们陆续公布业绩时,华尔街的目光将穿透营收和利润等传统指标,聚焦于一个更能揭示未来的数字:资本支出。微软、Alphabet、Meta将于本周三公布...
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