高盛预测五大科技巨头2027年AI基建支出将达1.2万亿美元
Goldman Sachs now projects Amazon, Meta, Google, Microsoft and Oracle will boost…
推荐理由
华尔街顶级投行对五大云厂商AI资本开支的量化预测，直接反映算力产业链景气度，对关注硬件供应链与科技股估值的从业者极具参考价值。
Goldman Sachs now projects Amazon, Meta, Google, Microsoft and Oracle will boost AI infrastructure spending by more than 50% to $1.2 trillion in 2027 and $1.4 trillion in 2028.
And "A surprise of $250 billion in either direction next year would move S&P 500 earnings growth by roughly 6 percentage points in the same direction"
更进一步：量化金融体系
看懂新闻只是起点——沿量化金融路径，把它变成能交付的工程能力