[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio77dfc80c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio77dfc80c","AI行情进入下半场：从拼资本开支，转向拼现金流与盈利兑现","\u002Fdoc\u002Fdcio77dfc80c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI\u003Cspan style=\"font-family: DengXian;\">投资叙事正在经历一次深刻的结构性转变。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">据追风交易台，高盛在其最新发布的\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年第一季度美洲互联网行业财报季回顾报告中指出，市场对\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">的关注焦点已从资本支出规模之争，转向超大规模云服务商的收入积压、增长变化率以及自由现金流与\u003C\u002Fspan>GAAP\u003Cspan style=\"font-family: DengXian;\">营业利润之间日益扩大的背离——这一转变正在重塑投资者对整个科技板块的定价逻辑。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">报告显示，谷歌云与亚马逊\u003C\u002Fspan> (AMZN)AWS\u003Cspan style=\"font-family: DengXian;\">的合计收入积压已达约\u003C\u002Fspan>8320\u003Cspan style=\"font-family: DengXian;\">亿美元，较六个月前\u003C\u002Fspan>Q3 2025\u003Cspan style=\"font-family: DengXian;\">财报季后的约\u003C\u002Fspan>3580\u003Cspan style=\"font-family: DengXian;\">亿美元几乎翻倍，直观呈现出\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">需求曲线与算力供给之间持续扩大的缺口。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">与此同时，高盛将谷歌、亚马逊和\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">三家公司的\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">年资本支出合计预测从约\u003C\u002Fspan>5860\u003Cspan style=\"font-family: DengXian;\">亿美元上调至约\u003C\u002Fspan>7000\u003Cspan style=\"font-family: DengXian;\">亿美元，资本强度的持续攀升令市场对投资回报路径的能见度要求愈发迫切。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">AI\u003Cspan style=\"font-family: DengXian;\">主线从\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">烧钱\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">辩论转向\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">回报\u003C\u002Fspan>\"\u003Cspan style=\"font-family: DengXian;\">追问\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛报告明确指出，\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">投资叙事的核心矛盾已发生根本性转变。此前主导市场讨论的焦点是资本支出规模是否过度，而当前投资者更关心的是：这些支出何时、以何种方式转化为可见的收入增长和自由现金流。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">从具体数据来看，谷歌将\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年资本支出指引区间从\u003C\u002Fspan>1750\u003Cspan style=\"font-family: DengXian;\">亿至\u003C\u002Fspan>1850\u003Cspan style=\"font-family: DengXian;\">亿美元上调至\u003C\u002Fspan>1800\u003Cspan style=\"font-family: DengXian;\">亿至\u003C\u002Fspan>1900\u003Cspan style=\"font-family: DengXian;\">亿美元，\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">则从\u003C\u002Fspan>1150\u003Cspan style=\"font-family: DengXian;\">亿至\u003C\u002Fspan>1350\u003Cspan style=\"font-family: DengXian;\">亿美元上调至\u003C\u002Fspan>1250\u003Cspan style=\"font-family: DengXian;\">亿至\u003C\u002Fspan>1450\u003Cspan style=\"font-family: DengXian;\">亿美元，两家公司均暗示\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">年资本支出将进一步大幅增加。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛认为，资本强度在未来数年内将维持高位，折旧摊销对\u003C\u002Fspan>GAAP\u003Cspan style=\"font-family: DengXian;\">利润的拖累效应将在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年及以后持续成为投资者关注的核心变量。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在云计算板块，\u003C\u002Fspan>Q1\u003Cspan style=\"font-family: DengXian;\">业绩大幅超预期。谷歌云收入同比增长\u003C\u002Fspan>63%\u003Cspan style=\"font-family: DengXian;\">，收入积压环比近乎翻倍至约\u003C\u002Fspan>4600\u003Cspan style=\"font-family: DengXian;\">亿美元，增量分部利润率达约\u003C\u002Fspan>57%\u003Cspan style=\"font-family: DengXian;\">；\u003C\u002Fspan>AWS\u003Cspan style=\"font-family: DengXian;\">收入同比增长\u003C\u002Fspan>28%\u003Cspan style=\"font-family: DengXian;\">，积压同比增长\u003C\u002Fspan>93%\u003Cspan style=\"font-family: DengXian;\">，运营利润率创历史新高约\u003C\u002Fspan>13%\u003Cspan style=\"font-family: DengXian;\">。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛指出，尽管两家超大规模云服务商均计划在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年部署大规模资本支出，但算力供给仍受电力和数据中心可用性制约，供需失衡局面预计最早要到\u003C\u002Fspan>2027\u003Cspan style=\"font-family: DengXian;\">年下半年才有望趋于平衡。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">META\u003Cspan style=\"font-family: DengXian;\">成最大争议焦点，谷歌完成形象逆转\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在高盛重点覆盖的买入评级股票中，\u003C\u002Fspan>Meta Platforms (META) \u003Cspan style=\"font-family: DengXian;\">已成为投资者争议最为激烈的标的。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛指出，围绕\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">的核心辩论集中于两点：一是\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">战略雄心与资本需求的持续扩张之间的平衡；二是在\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">算力使用场景加速演进的背景下，\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">的平台与产品矩阵将如何迭代。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛认为，撇开\u003C\u002Fspan>Reality Labs\u003Cspan style=\"font-family: DengXian;\">等非核心\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">投资的不确定性，\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">以社交连接、媒体互动、广告和通讯为核心的\u003C\u002Fspan>Family of Apps\u003Cspan style=\"font-family: DengXian;\">业务基本面依然强劲，当前估值存在被市场低估的可能，与其他大型科技公司在过去\u003C\u002Fspan>12\u003Cspan style=\"font-family: DengXian;\">至\u003C\u002Fspan>24\u003Cspan style=\"font-family: DengXian;\">个月特定时期经历的阶段性跑输情形相似。高盛维持\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">买入评级，\u003C\u002Fspan>12\u003Cspan style=\"font-family: DengXian;\">个月目标价\u003C\u002Fspan>830\u003Cspan style=\"font-family: DengXian;\">美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">相比之下，谷歌经历了一次显著的投资情绪逆转。高盛指出，谷歌已从\u003C\u002Fspan>2025\u003Cspan style=\"font-family: DengXian;\">年中期被市场以\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">视角负面解读的股票，转变为投资者几乎普遍看好其\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">前景的标的，涵盖消费者与企业端用例、技术基础设施扩张、定制芯片解决方案以及核心应用业务的\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">化转型。高盛维持谷歌买入评级，\u003C\u002Fspan>12\u003Cspan style=\"font-family: DengXian;\">个月目标价\u003C\u002Fspan>450\u003Cspan style=\"font-family: DengXian;\">美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">数字广告：\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">赋能平台加速抢占份额\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在数字广告板块，\u003C\u002Fspan>Q1\u003Cspan style=\"font-family: DengXian;\">整体广告支出趋于稳定，但市场分化格局进一步加剧。具备规模化\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">能力的平台——包括谷歌和\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">——广告收入增速加快，并在已占据主导份额的细分市场继续扩大领先优势。直接响应类、漏斗下端广告支出（尤其是程序化和\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">驱动系统支持的部分）持续优先于品牌广告，后者在\u003C\u002Fspan>Q1\u003Cspan style=\"font-family: DengXian;\">末至\u003C\u002Fspan>Q2\u003Cspan style=\"font-family: DengXian;\">初因地缘政治局势动荡而面临明显不确定性。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">从个股表现来看，谷歌（搜索）、\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Applovin (APP) \u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>Reddit (RDDT) \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Pinterest (PINS) \u003Cspan style=\"font-family: DengXian;\">均录得收入超预期。各平台加速推进\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">工具整合：谷歌推出\u003C\u002Fspan>Performance Max\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">推出\u003C\u002Fspan>Advantage+\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>PINS\u003Cspan style=\"font-family: DengXian;\">推出\u003C\u002Fspan>Performance+\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>APP\u003Cspan style=\"font-family: DengXian;\">推出\u003C\u002Fspan>Axon 2.0\u003Cspan style=\"font-family: DengXian;\">。高盛指出，规模较小或次规模平台持续面临逆风，尤其是在消费品等相对疲软的行业敞口较大的平台。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">消费者端：数字经济韧性尚存，但下半年存在隐忧\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">在数字消费者板块，\u003C\u002Fspan>Q1\u003Cspan style=\"font-family: DengXian;\">财报季整体呈现积极态势，电商、在线旅游、出行和配送等领域需求趋势均表现良好。亚马逊单位增长达到疫情后最高水平，日常必需品品类增速明显快于整体；\u003C\u002Fspan>UBER\u003Cspan style=\"font-family: DengXian;\">在出行和配送两大业务板块均实现强劲表现；\u003C\u002Fspan>DASH\u003Cspan style=\"font-family: DengXian;\">需求趋势稳健，\u003C\u002Fspan>Q2 Adj. EBITDA\u003Cspan style=\"font-family: DengXian;\">指引好于市场预期。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">然而，高盛同时提示，随着消费者可支配支出压力持续，以及数字经济作为不成比例受益方的地位能否在\u003C\u002Fspan>2026\u003Cspan style=\"font-family: DengXian;\">年下半年延续，正成为投资者日益关注的潜在风险点。高盛表示，将在未来\u003C\u002Fspan>4\u003Cspan style=\"font-family: DengXian;\">至\u003C\u002Fspan>6\u003Cspan style=\"font-family: DengXian;\">周的\u003C\u002Fspan>Q2\u003Cspan style=\"font-family: DengXian;\">行业渠道调研中重点跟踪这一议题，目前尚无理由调整现有预测。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">投资回报能见度成为估值重构的核心变量\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">高盛在报告中强调，当前覆盖范围内多数股票年初至今已出现估值下调，部分负面因素已在股价中有所反映。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">从历史经验来看，一旦营业利润的正向预期修正出现——无论是通过效率提升抵消成本，还是投资节奏趋于温和——往往是提振投资者信心的有效信号，并能同时带动盈利预测上调和估值倍数扩张。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">高盛继续看好云计算、\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">赋能数字广告以及本地商业（涵盖电商和配送）三大主题，认为这些领域能够为投资者提供超越历史趋势的复合增长敞口。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">此外，高盛还特别指出\u003C\u002Fspan>Maplebear (CART) \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Roblox (RBLX)\u003Cspan style=\"font-family: DengXian;\">在风险收益比方面具有相对吸引力。在重点买入标的中，高盛对亚马逊、谷歌、\u003C\u002Fspan>META\u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">优步\u003C\u002Fspan> (UBER) \u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>DASH DoorDash (DASH) \u003Cspan style=\"font-family: DengXian;\">、\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">奈飞\u003C\u002Fspan> (NFLX) \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan>Spotify Technology (SPOT) \u003Cspan style=\"font-family: DengXian;\">均维持买入评级，\u003C\u002Fspan>12\u003Cspan style=\"font-family: DengXian;\">个月目标价分别为\u003C\u002Fspan>325\u003Cspan style=\"font-family: DengXian;\">美元、\u003C\u002Fspan>450\u003Cspan style=\"font-family: DengXian;\">美元、\u003C\u002Fspan>830\u003Cspan style=\"font-family: DengXian;\">美元、\u003C\u002Fspan>115\u003Cspan style=\"font-family: DengXian;\">美元、\u003C\u002Fspan>280\u003Cspan style=\"font-family: DengXian;\">美元、\u003C\u002Fspan>120\u003Cspan style=\"font-family: DengXian;\">美元和\u003C\u002Fspan>600\u003Cspan style=\"font-family: DengXian;\">美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FAI\u002FAI.jpg","2026-05-15T14:25:50","2026.05.15","2026\u002F05\u002F15",52041,[22],"AI","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]