Meta25年Capex预计高增,微软AI进展积极 | 投研报告

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06 Feb

民生证券近日发布电子行业点评:Meta25年Capex预计高增,微软AI进展积极, 以下为研究报告摘要: 事件:近期,北美云商Meta以及微软公布2024年四季度业绩及资本开支。民生证券近日发布电子行业点评:Meta25年Capex预计高增,微软AI进展积极。以下为研究报告摘要:事件:近期,北美云商Meta以及微软公布2024年四季度业绩及资本开支。其中Meta第四季度资本开支为148.4亿美元...

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