文 | ICT解读者—老解新一季财报数据显示,亚马逊、Alphabet、微软、Meta四大美国科技巨头,正开启一轮以AI基础设施、云服务数据中心及全球算力布局为核心的历史性资本支出(CAPEX)扩张周期。然而,巨额资本开支计划的相继落地,直接引发资本市场集体承压:亚马逊、Alphabet、微软股价大幅下挫,市值蒸发规模达数百亿乃至数千亿美元;Meta虽借广告业务的稳健增长短暂冲高,最终亦难逃连续...
Source Link文 | ICT解读者—老解新一季财报数据显示,亚马逊、Alphabet、微软、Meta四大美国科技巨头,正开启一轮以AI基础设施、云服务数据中心及全球算力布局为核心的历史性资本支出(CAPEX)扩张周期。然而,巨额资本开支计划的相继落地,直接引发资本市场集体承压:亚马逊、Alphabet、微软股价大幅下挫,市值蒸发规模达数百亿乃至数千亿美元;Meta虽借广告业务的稳健增长短暂冲高,最终亦难逃连续...
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