Serenity（白毛股神）@aleabitoreddit发帖2026-07-22

谷歌上调2026财年资本支出指引至1950-2050亿美元，高于此前1800-1900亿美元，并预计2027年将进一步增加，这被解读为对上游半导体公司最看好的信号。

“$GOOGL updates FY 2026 capex guidance: To $195B-$205B. Up from $180B-$190B. Google is also expected to significantly increase capex in 2027. This is perhaps the most bullish read through on upstream semis from a hyperscaler. https://t.co/dXiI0Ien8X”

原帖：X / @aleabitoreddit ↗

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将2026财年资本支出指引上调至1950-2050亿美元，并预示2027年进一步增加，表明公司大力扩展基础设施，可能推动对半导体及相关设备的需求。

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