亚马逊预计今年资本支出将达2000亿美元远超市场预期

环球市场播报02-06

亚马逊周四加入其他大型科技公司的行列，预计将在2026年进行大规模资本支出，这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。　　公司表示，预计2026年在整个亚马逊体系内的资本支出约为2000亿美元。根据LSEG汇编的数据，此前市场预期为1446.7亿美元。　　由于亚马逊对第一季度营业利润的预测为165亿至215亿美元区间，低于市场预计的220.4亿美元，公司股价在盘后交易中...

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href=https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkvkwr8371162.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊周四加入其他大型科技公司的行列，预计将在2026年进行大规模资本支出，这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。\n　　公司表示，预计2026年在整个亚马逊体系内的资本支出约为2000亿美元。根据LSEG汇编的数据，此前市场预期为1446.7亿美元。\n　　由于亚马逊对第一季度营业利润的预测为165亿至215亿美元区间，低于市场预计的220.4亿美元，公司股价在盘后交易中...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkvkwr8371162.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"AZYY","symbol_name":"GraniteShares YieldBOOST AMZN 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expectations","themeId":"c8b28d46a5e6008739547b9e41ba3626","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZZ":0.6,"AMZD":0.6,"AZYY":0.6,"AMZW":0.6,"AMZY":0.6,"AMZU":0.6,"AMZN":1.97,"USAW.SI":0.6},"content_text":"亚马逊周四加入其他大型科技公司的行列，预计将在2026年进行大规模资本支出，这是迄今最新迹象表明美国科技企业短期内不会放缓其巨额人工智能投资。\n　　公司表示，预计2026年在整个亚马逊体系内的资本支出约为2000亿美元。根据LSEG汇编的数据，此前市场预期为1446.7亿美元。\n　　由于亚马逊对第一季度营业利润的预测为165亿至215亿美元区间，低于市场预计的220.4亿美元，公司股价在盘后交易中延续跌势，一度跌超11%。\n　　大型科技公司正投入巨额资金采购处理器、建设数据中心和网络设备，以加速搭建AI基础设施。四大超大规模云服务商——亚马逊、微软、Alphabet旗下谷歌以及Meta——今年合计资本支出预计将超过5000亿美元。\n　　不过，最近几天的科技公司财报也向企业传递出华尔街的明确信号：AI支出的快速增长只有在能带来相应的经营或财务回报时，才会被投资者持续容忍。\n　　谷歌全年1750亿至1850亿美元的高额资本支出指引之所以被投资者接受，是因为其云业务收入实现强劲增长；Meta宣布将在1150亿至1350亿美元区间投入资本支出，也获得类似反应。\n　　但微软上周因云业务增速仅略微高于预期而遭到投资者抛售，股价承压。\n　　作为全球最大的云服务提供商，亚马逊表示，企业对AI基础设施和核心数字化迁移工作负载的需求依然强劲，不过行业范围内的产能限制仍制约其全面满足需求的能力。\n　　公司在第四季度加大投资，以缓解这些产能瓶颈，并启动名为“Rainier”的AI基础设施项目，上线了近50万颗自研Trainium2芯片，主要供Claude聊天机器人开发商Anthropic使用。\n　　尽管AWS在亚马逊总销售额中仅占约15%至20%，但却贡献了公司超过60%的营业利润。\n　　亚马逊还在持续加码电商业务，通过向美国农村地区扩张、提升当日达和次日达配送能力，以及加大生鲜食品布局，以吸引更多客户。\n　　公司对零售部门也在进行重大调整，最新举措包括扩大Whole 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亚马逊预计今年资本支出将达2000亿美元 远超市场预期

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亚马逊预计今年资本支出将达2000亿美元远超市场预期