金吾财讯 | 美股云计算板块盘初普涨，截至发稿，CoreWeave （CRWV） 涨 8.01%，ServiceNow （NOW） 涨 7.01%，甲骨文 （ORCL） 涨 5.63%，Meta Platforms （META） 涨 5.53%，阿里巴巴 （BABA） 涨 5.49%，赛富时 （CRM） 涨 4.88%，微软 （MSFT） 涨 4.97%，谷歌 - A （GOOGL） 涨 4.54%，亚马逊 （AMZN） 涨 4.44%。消息面上，摩根士丹利新近研究预计，全球云计算资本支出将在 2027 年达到 1.2 万亿美元，同比增长 30%，较第二季度前估算高出 1700 亿美元。该公司表示，美国四大主要超大规模云服务提供商仍面临容量限制，因为人工智能需求持续超过供应。Alphabet 、Amazon 和 Meta 均上调了 2026 年资本支出指引，而 Microsoft 维持了其支出展望。
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