研究机构Expone_老虎社区_美港股上老虎 - 老虎社区

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星星和你
06-26

研究机构Exponential View的报告显示，不含中国的全球AI销售额在2026年第一季度达到250亿美元，连续第二个季度超过该行业与数据中心和芯片投资相关的估计折旧成本210亿美元。这一里程碑表明，AI公司的收入开始足以覆盖其资本开支成本，但利润空间仍然很薄。折旧费用仍消耗超过三分之二的收入，留给电力、人工和融资等其他成本的缓冲空间很小。 $谷歌(GOOG)$ $Meta Platforms, Inc.(META)$ $亚马逊(AMZN)$ $微软(MSFT)$

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