本周,市场对AI开支过高的担忧仍然挥之不去。投资者正强烈抵制科技巨头激进的人工智能投入计划,导致“七巨头”股价大幅下挫。亚马逊股价连续下挫,华尔街担忧大规模投入将使亚马逊在2026年成为云业务巨头中首个出现自由现金流为负的公司。 首家自由现金流为负的云巨头? 自上周发布财报以来,亚马逊股价已经连跌九个交易日,创2006年以来最长纪录,正式跌入技术性熊市,即从重要高点下跌20%及以上。周五该股...
Source Link本周,市场对AI开支过高的担忧仍然挥之不去。投资者正强烈抵制科技巨头激进的人工智能投入计划,导致“七巨头”股价大幅下挫。亚马逊股价连续下挫,华尔街担忧大规模投入将使亚马逊在2026年成为云业务巨头中首个出现自由现金流为负的公司。 首家自由现金流为负的云巨头? 自上周发布财报以来,亚马逊股价已经连跌九个交易日,创2006年以来最长纪录,正式跌入技术性熊市,即从重要高点下跌20%及以上。周五该股...
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