据追风交易台，摩根士丹利最新研究指出，2026年全球云计算资本支出预计将飙升至约7350亿美元，同比增长约60%，连续第三年增长率超过60%。这一预测较三周前大幅上调22个百分点，新增规模约1200亿美元。 驱动此次上调的核心因素，是美国四大超大规模云服务商在最新财报季释放的强劲资本支出指引。Alphabet、亚马逊、微软及Meta均显著提高了2026年投资计划。尽管增速较2025年有所放缓，但...
Source Link据追风交易台，摩根士丹利最新研究指出，2026年全球云计算资本支出预计将飙升至约7350亿美元，同比增长约60%，连续第三年增长率超过60%。这一预测较三周前大幅上调22个百分点，新增规模约1200亿美元。 驱动此次上调的核心因素，是美国四大超大规模云服务商在最新财报季释放的强劲资本支出指引。Alphabet、亚马逊、微软及Meta均显著提高了2026年投资计划。尽管增速较2025年有所放缓，但...
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