How Long Can Tech Giants Keep Burning Cash?

华尔街见闻
2026.08.02 00:34

本周财报之后，美国五大科技巨头对 2027 年的资本开支预测已超 1 万亿美元，达到 GDP 的 2.8%。 而 2025 年不到 5000 亿美元的资本开支已经让市场侧目，而两年翻倍的规模直接让科技巨头现金流转负。

本周财报之后，美国五大科技巨头对 2027 年的资本开支预测已超 1 万亿美元，达到 GDP 的 2.8%。

而 2025 年不到 5000 亿美元的资本开支已经让市场侧目，而两年翻倍的规模直接让科技巨头现金流转负。

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