EPISODE · Jun 27, 2026 · 10 MIN
苹果微软涨价的背后：全球AI烧钱时代步入尾声了吗？
from 亮眼看财经
苹果、微软陆续上调产品价格，是通胀导致，还是AI时代的一次价值重估？当Copilot、Apple Intelligence逐渐成为新的产品卖点，科技巨头卖的不再只是软件和硬件，而是生产力本身。与此同时，微软、Meta、谷歌等公司持续刷新AI资本开支纪录，市场却开始讨论另一个问题：AI CapEx的高速增长是否已经接近拐点？本期节目，我们将从苹果、微软涨价谈起，拆解AI商业化背后的底层逻辑，分析科技巨头为什么敢重新定价、AI基础设施投资为何可能从”疯狂扩张”进入”追求回报”阶段，以及未来哪些公司会成为AI时代真正的赢家。欢迎收听！在小宇宙查看该单集文稿
Embed this episode
NOW PLAYING
苹果微软涨价的背后：全球AI烧钱时代步入尾声了吗？
0:00
10:33
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of 亮眼看财经?
This episode is 10 minutes long.
When was this 亮眼看财经 episode published?
This episode was published on June 27, 2026.
Can I download this 亮眼看财经 episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!