EPISODE · Feb 15, 2026 · 2 MIN
AI 资本开支的「审计时刻」：军备竞赛与边际收益的终极博弈
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AI 资本开支的「审计时刻」：军备竞赛与边际收益的终极博弈：2026 年初，Google 与 Amazon 的资产负债表上划出了一道令人侧目的弧线。随着最新财报的披露，AI 资本支出（CapEx）的激增不再仅仅是财报电话会议上的一个术语，它演变成了一场关乎估值逻辑与行业生存的「AI 恐慌交易」（AI…
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AI 资本开支的「审计时刻」：军备竞赛与边际收益的终极博弈
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