亚马逊2000亿资本开支吓跌自身股价，却点燃英伟达、迈威尔等供应商行情

智通财经02-06

2月6日，就在Alphabet(GOOGL.US)宣布2026年资本支出将达1750亿至1850亿美元的次日，亚马逊(AMZN.US)随即披露，2026年资本支出将飙升至2000亿美元，这一数字远超华尔街此前1500亿美元的普遍预期，引发市场强烈震动。亚马逊首席执行官安迪·贾西强调，公司现有产品需求持续强劲，同时在人工智能、半导体、机器人技术及低轨卫星等前沿领域存在"开创性机遇"。尽管管理层试图...

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