8连跌！“资本开支最高”的亚马逊跌入熊市，投资者对Mag 7“用脚投票”

华尔街见闻02-13

亚马逊较近期高点下跌21.4%，正式跌破熊市门槛，微软则是首家进入熊市的Mag7成员，该公司股价于1月29日跌入熊市，Meta股价距离熊市门槛仅差2.3%。投资者对这些公司AI支出能否带来足够投资回报信心不足，亚马逊2026年计划资本支出最高，达到2000亿美元。亚马逊股价连续八个交易日下跌后正式进入技术性熊市，成为Mag7中第二家跌入熊市的公司。投资者对科技巨头激进的人工智能支出计划发起强烈抵制...

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Investors'vote with their feet 'on Mag 7 as' Highest Capex 'Amazon falls into bear market","themeId":"89989872b716492d52536a976890fe8b","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/346cb043734e5d94885fa9291e7f1b53","symbols_score_info":{"AMZN":2},"content_text":"亚马逊较近期高点下跌21.4%，正式跌破熊市门槛，微软则是首家进入熊市的Mag7成员，该公司股价于1月29日跌入熊市，Meta股价距离熊市门槛仅差2.3%。投资者对这些公司AI支出能否带来足够投资回报信心不足，亚马逊2026年计划资本支出最高，达到2000亿美元。亚马逊股价连续八个交易日下跌后正式进入技术性熊市，成为Mag7中第二家跌入熊市的公司。投资者对科技巨头激进的人工智能支出计划发起强烈抵制，导致这些明星股票大幅下挫。周四，亚马逊股价收于199.60美元，较近期高点下跌21.4%，正式跌破熊市门槛。在四大超大规模云服务商中，亚马逊2026年计划资本支出最高，达到2000亿美元。亚马逊、微软、Meta和Alphabet四家公司预计2026年在AI领域的资本支出总计将达6500亿美元。Meta可能成为下一个跌入熊市的Mag7成员，其股价距离熊市门槛仅差2.3%。尽管Meta第四季度营收和盈利超出华尔街预期，但AI支出增加和利润率压力打击了投资者信心。微软则是首家进入熊市的Mag7成员。该公司股价于1月29日跌入熊市，此前一天公司公布的Azure云业务增长未达投资者预期。截至周四收盘，微软股价较近期高点下跌25.9%。投资者在Mag 7内部轮动，自由现金流压力凸显Apex Fintech Solutions风险副总裁Mike Treacy表示，近期抛售凸显出Mag7成员之间日益扩大的分化。自去年秋季以来，投资者已从与微软、英伟达和甲骨文相关的OpenAI交易中撤出，转而青睐Alphabet和博通生态系统。Treacy指出，Alphabet垂直整合的技术堆栈在一定程度上抵消了过度支出的担忧，使该股免受科技股抛售的最严重冲击。Alphabet股价周四收盘时较近期高点下跌9.2%。Treacy表示，谷歌的自给自足能力应该获得相对其他公司的溢价，后者可能受到产业链中某一环节的不利影响。亚马逊、微软和Meta股价遭受更大冲击，因为投资者对这些公司AI支出能否带来足够投资回报信心不足。对于亚马逊而言，资本支出水平的提高可能导致其今年自由现金流转为负值，这意味着公司需要开始进入债务市场筹集更多资本。Treacy认为，AI交易的下一个重要催化剂将是英伟达2月25日发布的财报。这份业绩报告将显示AI热潮是否正在降温，或者英伟达是否成功捕捉到其最大客户投入该领域的数十亿美元资金。","kind":"highlight","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":2,"commentSize":0,"repostSize":1,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.37.0","shortVersion":"4.37.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2611090193","isCrawlerRequest":true}