TMT行业周报（2月第1周）：海外云厂商持续加码资本开支

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（以下内容从世纪证券《TMT行业周报（2月第1周）：海外云厂商持续加码资本开支》研报附件原文摘录）行业观点：周度市场回顾。TMT板块内一级行业上周（2/2-2/6）涨跌幅为：传媒（-3.24%）、计算机（-3.27%）、电子（-5.23%）、通信（-6.95%）。板块内涨幅靠前的三级子行业分别为通信线缆及配套（3.62%）、安防设备（1.93%）、其他通信设备（1.34%），跌幅靠前的三级子行业...

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expenditures","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFY":0.6,"USAW.SI":0.6,"MSFU":0.6,"MSFW":0.6,"MSFL":0.6,"AMZD":0.6,"MSFT":1.77,"GOOGL":1.78,"MSFD":0.6,"MSFX":0.6,"AZYY":0.6,"AMZU":0.6,"AMZZ":0.6,"AMZY":0.6,"META":1.75,"MSFO":0.6,"AMZN":1.67,"AMZW":0.6},"content_text":"（以下内容从世纪证券《TMT行业周报（2月第1周）：海外云厂商持续加码资本开支》研报附件原文摘录）行业观点：周度市场回顾。TMT板块内一级行业上周（2/2-2/6）涨跌幅为：传媒（-3.24%）、计算机（-3.27%）、电子（-5.23%）、通信（-6.95%）。板块内涨幅靠前的三级子行业分别为通信线缆及配套（3.62%）、安防设备（1.93%）、其他通信设备（1.34%），跌幅靠前的三级子行业分别为通信网络设备及器件（-10.69%）、数字芯片设计（-10.56%）、集成电路封测（-9.88%）。海外云厂同步加码资本开支，AI投入进入收获期。1月28日-2月6日，海外云厂商相继发布财报。微软方面，由于自身资源分配因素，云业务增速放缓。2025Q4，微软智能云业务营收329.07亿美元（YoY+29%），其中Azure及其他云服务同比增长39%，较上一季度基本持平，管理层表示算力资源向Copilot业务倾斜，同时指引2026Q2Azure销售同比增长37%-38%，增速放缓。微软2025Q4资本开支375亿美元，2026Q1资本开支指引环比下降。Meta方面，AI持续推动主营业务加速增长。Meta2025Q4营收598.93亿美元（YoY+24%），核心业务广告营收581.37亿美元（YoY+24%）AI推荐算法赋能下，广告展示量同比增长18%。公司指引2026年资本开支将达1150亿至1350亿美元，中值YoY+73%谷歌方面，云业务高增推动资本开支再加码。2025Q4谷歌云业务收入177亿美元（YoY+48%，QoQ+34%，单季显著加速），主要由企业级AI强劲需求推动。API Tokens调用量每分钟超100亿，环比上季度增长30亿。服务业务收入959亿美元（YoY+14%），其中搜索业务使用量创历史新高，AI推动搜索扩张。公司指引2026年资本开支1750亿至1850亿美元，中值YoY+97%。亚马逊方面，资本开支指引维持高增速。2025Q4AWS业务同比增长24%，较上一季度环比加速3pct。公司指引2026年资本开支约2000亿美元，YoY+59%，增速与2025年64%基本持平。我们发现，经历2025年高强度资本开支后，主要云厂商云业务在AI赋能下迎来了不同程度的加速增长，AI初步进入收获期。在业绩兑现的前提下，资本开支强度继续维持，云厂商业务闭环逐步形成。我们看好高投入周期下，上游设备、配套部件及材料环节的充分受益，建议关注芯片设计、服务器代工、存储、半导体设备等产业链环节。风险提示：AI大模型进展不及预期、AI应用不及预期。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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