投资人观点追踪｜AI投入没变，兑现门槛变高

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当天共同变化是：AI基础设施主线没有撤回，但验证标准从资本开支总量转向订单、利用率、现金流与量产时间。主要分歧集中在去杠杆是否接近尾声，以及微软、谷歌、亚马逊和Meta能否同等受益。

Episode metadata supplied by the publisher feed · Published Aug 1, 2026

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投资人观点追踪｜AI投入没变，兑现门槛变高

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