[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciof1dee789":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciof1dee789","MSFT资本开支不及预期后，NBIS和CRWV","\u002Fdoc\u002Fdciof1dee789","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\n\u003Cp>\u003Cspan>\u003Cspan>美股\u003C\u002Fspan>CoreWeave\u003Cspan>（\u003C\u002Fspan>CRWV\u003Cspan>）和\u003C\u002Fspan>Nebius\u003Cspan>（\u003C\u002Fspan>NBIS\u003Cspan>）等新兴云服务提供商的股价周三盘后下跌，此前\u003C\u002Fspan>Microsoft\u003Cspan>（\u003C\u002Fspan>MSFT\u003Cspan>）据报资本开支低于预期，引发市场担忧基础设施合作伙伴可能需要更长时间才能让数据中心容量上线。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Microsoft\u003Cspan>（\u003C\u002Fspan>MSFT\u003Cspan>）表示，资本开支预计将超过\u003C\u002Fspan>500\u003Cspan>亿美元，并将在\u003C\u002Fspan>2027\u003Cspan>财年下半年加速增长。尽管如此，\u003C\u002Fspan>Microsoft\u003Cspan>仍预计将在\u003C\u002Fspan>2027\u003Cspan>财年实现自由现金流为正。不过，据\u003C\u002Fspan>CNBC\u003Cspan>援引\u003C\u002Fspan>StreetAccount\u003Cspan>报道，该科技巨头当季资本开支和融资租赁总额为\u003C\u002Fspan>452\u003Cspan>亿美元，同比增长约\u003C\u002Fspan>30%\u003Cspan>，但低于分析师平均预期的\u003C\u002Fspan>507\u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Microsoft\u003Cspan>在人工智能基础设施上投入巨资，因此尤其依赖新兴云服务商提供算力容量。去年年底，该公司与\u003C\u002Fspan>Nebius\u003Cspan>（\u003C\u002Fspan>NBIS\u003Cspan>）签订了一项近\u003C\u002Fspan>200\u003Cspan>亿美元的协议，以获得直至\u003C\u002Fspan>2030\u003Cspan>年代的算力。它也是\u003C\u002Fspan>CoreWeave\u003Cspan>（\u003C\u002Fspan>CRWV\u003Cspan>）的重要客户。\u003C\u002Fspan>Microsoft\u003Cspan>公布报告后，\u003C\u002Fspan>CoreWeave\u003Cspan>和\u003C\u002Fspan>Nebius\u003Cspan>均下跌近\u003C\u002Fspan>5%\u003Cspan>。\u003C\u002Fspan>IREN\u003Cspan>（\u003C\u002Fspan>IREN\u003Cspan>）下跌约\u003C\u002Fspan>3%\u003Cspan>。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>过去几周，这些公司及其同行在市场上经历了一段动荡时期。利率上升引发担忧：未来融资举债的成本可能过高，贷款机构也将开始收缩。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Alphabet\u003Cspan>周三公布的资本开支数据也低于预期。\u003C\u002Fspan>Google\u003Cspan>（\u003C\u002Fspan>GOOG\u003Cspan>）（\u003C\u002Fspan>GOOGL\u003Cspan>）母公司资本开支总额为\u003C\u002Fspan>513.6\u003Cspan>亿美元，而分析师预期为\u003C\u002Fspan>550.9\u003Cspan>亿美元。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>SpaceX\u003Cspan>（\u003C\u002Fspan>SPCX\u003Cspan>）首席执行官埃隆·马斯克表示，逾\u003C\u002Fspan>200\u003Cspan>家新兴云服务公司将倒闭。其公司向\u003C\u002Fspan>Anthropic\u003Cspan>（\u003C\u002Fspan>ANTHRO\u003Cspan>）和\u003C\u002Fspan>Google\u003Cspan>出租\u003C\u002Fspan>AI\u003Cspan>基础设施。埃隆·马斯克周末在\u003C\u002Fspan>X\u003Cspan>上发帖称：“对于任何没有来自\u003C\u002Fspan>AI\u003Cspan>数据中心以外的大量收入的公司，债务市场几乎已完全关闭了其融资渠道。”\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>AI\u003Cspan>云基础设施提供商\u003C\u002Fspan>CoreWeave\u003Cspan>的股价\u003C\u002Fspan>\u003Cspan>（\u003C\u002Fspan>CRWV\u003Cspan>），周二上涨近\u003C\u002Fspan>8%\u003Cspan>，收于\u003C\u002Fspan>59.57\u003Cspan>美元，上涨\u003C\u002Fspan>4.38\u003Cspan>美元，受更广泛科技板块上涨带动。\u003C\u002Fspan>\u003Cspan>该股本月早些时候大幅下跌后，在过去三个交易日累计反弹\u003C\u002Fspan>18%\u003Cspan>。\u003C\u002Fspan>Wolfe Research\u003Cspan>分析师表示，预计该股将回升至\u003C\u002Fspan>70\u003Cspan>美元中段区间。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNBIS\u002FNBIS.jpg","2026-10-29T15:38:18","2026.10.29","2026\u002F10\u002F29",40773,[22],"NBIS","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,"useContentVideo":5,"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\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]