智通财经APP获悉，周四，中国云服务大厂百度(BIDU.US)涨近6%，阿里巴巴(BABA.US)涨逾3%。消息面上，北美云端服务大厂(CSP)近日公布最新财报指引，TrendForce集邦咨询将2025年全球八大主要CSPs资本支出(CapEx)总额年增率从原本的61%上修至65%。预期2026年CSPs仍将维持积极的投资节奏，合计资本支出将进一步推升至6000亿美元以上，同比增40%，展现出AI基础建设的长期成长潜能。八大CSPs包含美系Google(谷歌)、AWS(亚马逊云科技)、Meta、Microsoft(微软)、Oracle(甲骨文)以及中系的腾讯、阿里巴巴、百度。
以Google为例，已上调2025年资本支出至910-930亿美元，以因应AI数据中心与云端运算需求激增；Meta亦上修2025年资本支出至700-720亿美元，并指出2026年还将显著成长；Amazon(亚马逊)则调升2025年资本支出预估至1,250亿美元；Microsoft虽未揭露完整年度细项，但预期2026财年的资本支出将高于2025年。
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