美国科技巨头创纪录的AI投资计划正在重新点燃市场对泡沫的恐慌。尽管多数公司交出了强劲的财报,但投资者对"惊人"的资本支出规模感到不安,担心这些投入正在超越新技术的盈利潜力,导致科技股遭遇集体抛售。 亚马逊、谷歌和微软在过去一周公布季度财报后,合计市值蒸发9000亿美元。这三家公司连同Meta计划在2026年投入6600亿美元用于数据中心和专用芯片——这一金额超过以色列的GDP,较2025年的...
Source Link美国科技巨头创纪录的AI投资计划正在重新点燃市场对泡沫的恐慌。尽管多数公司交出了强劲的财报,但投资者对"惊人"的资本支出规模感到不安,担心这些投入正在超越新技术的盈利潜力,导致科技股遭遇集体抛售。 亚马逊、谷歌和微软在过去一周公布季度财报后,合计市值蒸发9000亿美元。这三家公司连同Meta计划在2026年投入6600亿美元用于数据中心和专用芯片——这一金额超过以色列的GDP,较2025年的...
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