更多一手调研纪要和海外投行研报数据,点击上面图片小程序2025 年第三季度财报季推动人工智能资本支出预期进一步上调,与此同时,投资者对人工智能投资热潮相关风险的担忧也再度升温。市场对人工智能超大规模企业(亚马逊、谷歌、元宇宙、微软和甲骨文)2026 年资本支出的一致预期,已从财报季伊始的 4670 亿美元(同比增长 20%)升至当前的 5330 亿美元(同比增长 34%)。“人工智能交易” 的热度...
Source Link更多一手调研纪要和海外投行研报数据,点击上面图片小程序2025 年第三季度财报季推动人工智能资本支出预期进一步上调,与此同时,投资者对人工智能投资热潮相关风险的担忧也再度升温。市场对人工智能超大规模企业(亚马逊、谷歌、元宇宙、微软和甲骨文)2026 年资本支出的一致预期,已从财报季伊始的 4670 亿美元(同比增长 20%)升至当前的 5330 亿美元(同比增长 34%)。“人工智能交易” 的热度...
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