美股科技“四巨头”同日放榜 “AI烧钱”大战愈演愈烈

1.美股科技巨头的“烧钱”大战愈演愈烈，2026年资本支出预期较先前约6500亿美元的“历史级规模”进一步抬升；2.若以区间高点来算，四大科技巨头今年的资本支出已经突破了7000亿美元的门槛；3.对于资本支出增加，多家公司均指出了零部件上涨这一主因。

Episode metadata supplied by the publisher feed · Published Apr 30, 2026

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美股科技“四巨头”同日放榜 “AI烧钱”大战愈演愈烈

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