美股七巨头单日蒸发近8000亿美元 AI烧钱拖累科技巨头大跳水

智通财经
Jul 24
【美股七巨头单日蒸发近8000亿美元 AI烧钱拖累科技巨头大跳水】当地时间23日,美股七大科技巨头股价集体跳水,包括特斯拉和字母表在内的七家公司总市值一天内缩水近8000亿美元,追踪七巨头表现的Mag7指数创下2025年4月,也就是15个月以来最大单日跌幅。暴跌的诱因是什么? 外媒普遍认为,这场股价集体跳水的导火索来自谷歌母公司字母表以及特斯拉22日美股盘后发布的二季度财报。业内分析师指出,核心原因就一个——两家巨头为抢占AI赛道疯狂砸钱,手里的自由现金流由正转负。为在AI领域占得先机,两家企业砸钱力度远超市场预期。字母表二季度资本开支超过449亿美元,主要用于AI算力基建和数据中心扩建。公司上市21年来首次出现季度自由现金流为负,缺口达到约59亿美元。即便如此,公司仍把今年全年的资本支出指引上调到1950亿美元至2050亿美元之间。

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