一、总览:AI浪潮下的财报拐点2025年10月30日,美股盘后三大科技巨头——Meta、Alphabet(谷歌母公司)与Microsoft——同时公布财报。三家公司均在利润或营收上超出市场预期,但投资者焦点迅速转向一个共同主题:AI时代的资本支出曲线正在全面上扬。从数据中心扩建、GPU采购,到人才成本与云基础设施建设,AI算力投入正成为Big Tech财报的核心关键词。然而,市场对“增长的代价”...
Source Link一、总览:AI浪潮下的财报拐点2025年10月30日,美股盘后三大科技巨头——Meta、Alphabet(谷歌母公司)与Microsoft——同时公布财报。三家公司均在利润或营收上超出市场预期,但投资者焦点迅速转向一个共同主题:AI时代的资本支出曲线正在全面上扬。从数据中心扩建、GPU采购,到人才成本与云基础设施建设,AI算力投入正成为Big Tech财报的核心关键词。然而,市场对“增长的代价”...
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