美股异动|超大规模云厂商集体上涨,亚马逊涨超7%,微软涨超6%创新高

格隆汇
Nov 04
超大规模云厂商集体上涨,亚马逊涨超7%,微软涨超6%创新高,谷歌A涨超5%,Meta涨超2%,甲骨文涨近1%。 消息面上,美国中期选举尘埃落定,针对“AI监管趋严”的担忧显著缓解,全球科技与风险资产偏好迅速回升。 此外,对冲基金大鳄、潘兴广场的亿万富翁创始人比尔·阿克曼在最新的致投资者信中表示,今年所谓的“卖铲人”交易表现优于AI超大规模云厂商,但他认为,市场低估了那些资本支出规模最大的公司。阿克曼表示,超大规模云厂商未来的营收增长将超出预期。他的公司持有微软、Meta和亚马逊等最大AI投入者的股份。他估计,超大规模云服务商的税前投入资本回报率可达15%至25%。因此,这些规模最大的云服务商具备独特优势,既能为AI基建提供资金,最终也能收获投资回报。(格隆汇)

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