中金：北美CSP资本开支整体亮眼算力需求韧性超预期

智通财经2025-05-07

智通财经APP获悉，中金发布研报称，近期，北美头部云计算厂商陆续发布1Q25业绩，1Q25北美Top4云厂商(亚马逊(AMZN.US)、谷歌(GOOGL.US)、微软(MSFT.US)、Meta(META.US))合计资本开支(含融资租赁)为773.08亿美元，同比增长61%。展望未来，预期各家云厂商还将持续向AI领域加码，AI基建赋能新老业务，推动AI应用落地加速，有望带动硬件需求的长期成长。...

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中金：北美CSP资本开支整体亮眼 算力需求韧性超预期

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中金：北美CSP资本开支整体亮眼算力需求韧性超预期