在云大厂纷纷公布了大超预期的资本开支计划后,股价遭到了惨烈抛售。据测算,四大厂,外加特斯拉、苹果、甲骨文等今年的资本开支或超过7000亿美元,增速达到了惊人的60%。这个数字有多夸张呢?摩根士丹利近日报告指出,亚马逊、谷歌、微软和meta等大厂资本开支预期相当夸张,且还在不断上调。不过考虑到需求旺盛,所以开支还情有可原。2026 年云资本支出现正追踪至约 7350 亿美元,或约 60% 同比增长,...
Source Link在云大厂纷纷公布了大超预期的资本开支计划后,股价遭到了惨烈抛售。据测算,四大厂,外加特斯拉、苹果、甲骨文等今年的资本开支或超过7000亿美元,增速达到了惊人的60%。这个数字有多夸张呢?摩根士丹利近日报告指出,亚马逊、谷歌、微软和meta等大厂资本开支预期相当夸张,且还在不断上调。不过考虑到需求旺盛,所以开支还情有可原。2026 年云资本支出现正追踪至约 7350 亿美元,或约 60% 同比增长,...
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