Evercore ISI：AI支出热潮中超大规模云服务商现金流料“失血” 唯微软(MSFT.US)有望幸免于难

智通财经02-24

根据Evercore ISI的数据，在人工智能(AI)基础设施支出大举扩张之际，微软(MSFT.US)预计将成为“美股七巨头”中唯一在2026年实现自由现金流增长的超大规模云服务商。　　Evercore指出，亚马逊(AMZN.US)、谷歌(GOOGL.US)以及Meta Platforms(META.US)预计将在2026年出现自由现金流同比下降，另一家不属于“美股七巨头”的大型云服务提供商甲骨文...

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