卖方预警：谷歌AI资本支出恐再攀新高，2027年或达2500亿美元

卖方预警：谷歌AI资本支出恐再攀新高，2027年或达2500亿美元

2026-07-22 18:12

ChainThink 消息，7 月 22 日，据市场汇总数据，华尔街卖方分析师预计 Alphabet 2026 年全年资本支出约为 1,860 亿美元，基本符合公司此前上调后的 1,800 亿至 1,900 亿美元指引区间。

这一规模较 2023 年的 323 亿美元增长超过 5 倍，主要投向 AI 数据中心和算力基础设施，用于支撑 Google Cloud 及 Gemini 模型扩张。

摩根士丹利分析师 Brian Nowak 此前预计，Alphabet 2027 年资本支出可能进一步升至约 2,500 亿美元。

公司 CFO Anat Ashkenazi 也曾表示，2027 年资本支出将较 2026 年“显著增加”。市场关注点还包括持续资本支出对自由现金流的影响。

Alphabet Q1 自由现金流同比下滑约 47%，投资者将关注其二季度财报电话会是否进一步上调 2026 年指引，并给出 2027 年支出规模说明。

Disclaimer: Contains third-party opinions, does not constitute financial advice

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