EPISODE · May 7, 2026 · 5 MIN
2026-05-07：AI绿色愿景降温：微软气候战略转向凸显2万亿美元资本开支现实考验
from 深度市场: 美股
当微软为了 AI 电力需求重新审视绿色承诺，市场真正要重估的，可能不是一家公司，而是两万亿美元资本开支背后的物理上限。芯片还在涨，消费却在降温，谁在悄悄换仓？https://deepmarket.report/zh/report/us_stocks/2026-05-07
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2026-05-07：AI绿色愿景降温：微软气候战略转向凸显2万亿美元资本开支现实考验
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This episode was published on May 7, 2026.
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