Meta在AI投資增加之際上調2026年資本支出展望
Meta上調了2026年資本支出預測，投資者則評估其不斷擴大的AI基礎設施承諾。
收益
Nvidia 公布創紀錄的 2026 財年第4季營收 681 億美元，並提出第1季 780 億美元展望，打消對 AI 泡沫的擔憂
Nvidia 報告 2026 財年第4季營收創紀錄為 681 億美元，年增 73%，其中資料中心營收暴增 75% 至 623 億美元，且第1季指引 780 億美元超出分析師預期。
精選
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