Alphabet超预期上调全年资本支出预测，股价盘后大跌4%

Alphabet超预期上调全年资本支出预测，股价盘后大跌4%

2026-07-23 07:56

ChainThink 消息，7 月 23 日，据行情数据，Alphabet 盘后股价跌至 327.4 美元，跌幅 4.24%。

此前公司公布的 2026 年第二季度业绩超预期，每股收益为 9.11 美元，营收为 119.8 亿美元，高于华尔街预期的 2.88 美元和 116.51 亿美元。

股价下跌主要与全年资本支出预测上调有关。

Alphabet 将 2026 年资本支出预期由 180 亿至 190 亿美元上调至 195 亿至 205 亿美元，管理层称上调反映了为满足需求而加速推进产能交付的计划。

公司预计约 60% 支出将用于服务器，40% 用于数据中心及网络设备。

Alphabet 表示，AI 基础设施需求仍然强劲，但供应限制仍在影响产能交付速度，第三季度第三方产能使用可能带来一定利润率压力，Wiz 整合也将在 2026 年形成短期阻力。

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

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