AI基础设施投资浪潮正将科技巨头推入史无前例的重资产周期。摩根士丹利最新研究显示,以亚马逊、谷歌、Meta、微软和甲骨文为代表的超大规模云服务商(Hyperscalers),其资本支出强度预计将全面超越互联网泡沫时代的历史峰值,科技行业的商业模式正在发生结构性转变。 据追风交易台消息,据摩根士丹利2026年2月26日发布的报告,该行预计上述五家超大规模云服务商的资本支出占销售额比例(capex-...
Source LinkAI基础设施投资浪潮正将科技巨头推入史无前例的重资产周期。摩根士丹利最新研究显示,以亚马逊、谷歌、Meta、微软和甲骨文为代表的超大规模云服务商(Hyperscalers),其资本支出强度预计将全面超越互联网泡沫时代的历史峰值,科技行业的商业模式正在发生结构性转变。 据追风交易台消息,据摩根士丹利2026年2月26日发布的报告,该行预计上述五家超大规模云服务商的资本支出占销售额比例(capex-...
Source LinkDisclaimer: 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.