中美科技巨头“烧钱大战”再爆发,谁算清了AI投资的账?

Ofweek维科网
Feb 10

AI 商业化,正在变成一场越来越昂贵的“请客吃饭”。2026年初的财报季,AI支出非但没有成为科技股的护城河,反而成了估值下杀的触发器。一边是亚马逊、谷歌、微软等巨头抛出合计超6500亿美元的年度资本开支计划,规模堪比一个中等国家GDP;另一边,是中国互联网大厂在春节前后密集投放数十亿元规模的AI应用补贴,试图用“红包”换取市场、时间和用户习惯。然而,资本市场的反应却异常一致。在激进的支出计划公布...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10