AI 精选动态
智能评分 60
科技巨头市值蒸发2.7万亿
AI 推荐理由
提供了高盛对AI支出到2030年达5.3万亿美元的具体预测，可追踪后续市场反应。核心解读
本月大型科技公司市值蒸发2.7万亿美元，主因投资者担忧资本支出。2026年预计资本支出7250亿美元，较2025年增长77%；高盛预测到2030年AI相关支出将达5.3万亿美元。
全文
Startupfortune: Big Tech has shed $2.7T in market value this month.
The main concern was about capex. The big labs are projected to spend around $725B on capital expenditure in 2026, a 77% jump from $410B last year.
Goldman Sachs goes further, and reporting that it expects AI spending by those labs to hit $5.3T by 2030.
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startupfortune. com/big-tech-has-lost-27-trillion-in-market-value-this-month-as-investors-question-whether-ai-can-pay-for-itself/
