阿克迈加大资本开支引市场担忧，分析师称将驱动长期回报

投资观察02-20

尽管投资者对阿克迈(Akamai)提高资本开支的计划感到不安，但KeyBanc分析师指出，这项支出将推动长期收入增长。人工智能公司对GPU芯片需求旺盛，阿克迈的资本投入将使其能够以具有吸引力的价格为客户提供GPU算力。

开支增加的部分原因在于内存成本上升，但同时也反映了公司为满足不断增长的需求而扩张产能的意图。分析师强调："若没有GPU需求，阿克迈绝不会进行此类投资。换言之，资本开支增加意味着GPU需求真实存在，收入增长指日可待。"他们用"今日的资本开支，明日的GPU收入"点明投资逻辑。

受此消息影响，阿克迈股价早盘重挫9%。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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