2026年，科技公司的财报发布日总是伴随着投资者两种反应：先为AI相关业务的持续增长松一口气，再为资本支出（CAPEX）的巨大规模倒吸一口凉气。 近日，云巨头微软、谷歌、亚马逊相继发出最新季度财报。AI带来的需求是真实且汹涌的，最直接的落点在云业务上，微软Azure的增长加速至39%、谷歌云狂奔48%、AWS创下十三个季度以来最快的24%增速。 但资本市场更关注的是它们为未来投下的巨额赌注。...
Source Link2026年，科技公司的财报发布日总是伴随着投资者两种反应：先为AI相关业务的持续增长松一口气，再为资本支出（CAPEX）的巨大规模倒吸一口凉气。 近日，云巨头微软、谷歌、亚马逊相继发出最新季度财报。AI带来的需求是真实且汹涌的，最直接的落点在云业务上，微软Azure的增长加速至39%、谷歌云狂奔48%、AWS创下十三个季度以来最快的24%增速。 但资本市场更关注的是它们为未来投下的巨额赌注。...
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