AI板块回调 科技巨头逆势加码投资

东方财富
Nov 18, 2025

过去一周,科技股经历了动荡,部分投资资金流出了今年一路猛涨的人工智能(AI)板块;但与此同时,科技巨头在AI领域的投资仍未有退潮迹象。从近期报道看,美国科技巨头仍有明确的AI投资计划。AI初创企业Anthropic宣布,计划投资500亿美元用于建设美国AI基础设施。内部预测显示,Anthropic预计将在2028年实现盈亏平衡。Meta今年在AI基础设施领域的支出预计达720亿美元,并将在明年...

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