作者:律动BlockBeats 原标题:高盛算了一笔AI账:万亿资本开支后,要赚多少钱才能回本? TL;DR · AI Trade 正从“拼 Capex”进入“看回报”的阶段,收入和现金流开始比投入规模更重要。 · AI Capex 还没见顶,但最快的增长阶段正在过去,2027 年之后增速将明显放缓。 · 3000 亿美元只是科技巨头的年收入“回本线”,要获得合理回报,需要的收入更高。 · 真正...
Source Link作者:律动BlockBeats 原标题:高盛算了一笔AI账:万亿资本开支后,要赚多少钱才能回本? TL;DR · AI Trade 正从“拼 Capex”进入“看回报”的阶段,收入和现金流开始比投入规模更重要。 · AI Capex 还没见顶,但最快的增长阶段正在过去,2027 年之后增速将明显放缓。 · 3000 亿美元只是科技巨头的年收入“回本线”,要获得合理回报,需要的收入更高。 · 真正...
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