云计算板块多股扬升 ServiceNow(NOW)涨逾2% 机构普指AI投资正向大规模云计算商扩散

金吾财讯
Jul 07

金吾财讯 | 美股云计算板块盘中多股扬升,截至发稿,ServiceNow (NOW) 涨 2.05%,Meta Platforms (META) 涨 1.91%,赛富时 (CRM) 涨 1.81%,微软 (MSFT) 涨 1.50%,谷歌 - A (GOOGL) 涨 1.38%,亚马逊 (AMZN) 涨 1.10%。消息面上,摩根士丹利首席美股策略师Michael Wilson在最新一期周度报告中向客户发出明确信号:减持半导体,转向超大规模云计算商,其核心逻辑是:美国经济在2025年4月完成滚动式衰退后进入新一轮扩张周期,盈利增长将好于预期,市场领涨力量理应从AI资本开支受益者向更广泛板块扩散。高盛在最新报告亦表示,人工智能(AI)投资的重心已开始向更广阔的实体经济延伸,算力、电力和数据中心仍在高速建设之际,AI已同步进入制造、能源、物流、国防、生命科学和机器人等现实场景。该行表示,过去技术革命往往遵循“基础设施先行、应用随后、融资配套”的顺序,而AI正在打破这一节奏,基础设施建设与产业改造并行推进,资本市场也被迫同步重构。高盛预计,2026年至2031年,全球围绕计算、数据中心和电力的AI资本开支将达到约7.6万亿美元,年度投入将从2026年的7650亿美元升至2031年的1.64万亿美元。超大规模云厂商到2030年的AI投资或超过6万亿美元。

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