浙商证券：谷歌(GOOGL.US)上修2026年资本开支 TPU PCB供应商有望率先受益

智通财经02-10

智通财经APP获悉，浙商证券发布研报称，25Q4谷歌(GOOGL.US)业绩全面超预期，充分验证AI投资已进入收获期。谷歌管理层指引2026年资本支出将达1750-1850亿美元，以缓解持续紧张的算力供给，反映内外部AI需求仍极为强劲。以谷歌TPU为代表的部分ASIC芯片，在经过原始计算性能和系统效率的优化之后，已开始足以在成本维度与英伟达正面竞争。参照英伟达GPU架构对PCB的影响，ASCI芯片...

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href=http://www.zhitongcaijing.com/content/detail/1403674.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浙商证券发布研报称，25Q4谷歌(GOOGL.US)业绩全面超预期，充分验证AI投资已进入收获期。谷歌管理层指引2026年资本支出将达1750-1850亿美元，以缓解持续紧张的算力供给，反映内外部AI需求仍极为强劲。以谷歌TPU为代表的部分ASIC芯片，在经过原始计算性能和系统效率的优化之后，已开始足以在成本维度与英伟达正面竞争。参照英伟达GPU架构对PCB的影响，ASCI芯片...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1403674.html\">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":"LU2552382058.USD","symbol_name":"WELLINGTON US BRAND POWER \"A\" (USD) 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