三星与台积电业绩爆表难点燃AI狂欢! 美债收益率创24年新高,AI牛市迎来“算力现金回报大考”

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【三星与台积电业绩爆表难点燃AI狂欢! 美债收益率创24年新高,AI牛市迎来“算力现金回报大考”】智通财经APP获悉,三星与台积电交出的强劲成绩单之际,资金却在揭示AI投资狂热的一次定价转变:投资者开始要求数据中心运营商们积极证明,持续扩张的AI算力投资能够产生足以覆盖更高资金成本的现金回报。三星官方周四公布的第三季度初步营业利润达到107.4万亿韩元,同比增长782.5%,相当于上年同期的8.825倍,营收同比增长126.59%;台积电Q3季度营收则增长约51%,共同印证AI基础设施采购仍然强劲。然而,在10年及以上长期美债收益率攀升创24年来最高、能源成本居高不下、云计算厂商等AI科技企业融资需求持续扩张的大背景下,创纪录业绩尚不足以消除市场对AI算力繁荣持续性的疑虑。

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