AI算力军备竞赛持续升温：美股四巨头资本开支指引再度上调 有望逼近7500亿美元
【AI算力军备竞赛持续升温：美股四巨头资本开支指引再度上调 有望逼近7500亿美元】金色财经报道，7月31日，尽管近期市场波动剧烈，引发部分投资者的担忧情绪，但头部企业加码算力基建的扩张节奏并未放缓。随着美股AI巨头陆续公布年中财报，Meta、Alphabet、亚马逊再度上调2026年资本开支指引。目前美股四巨头的全年资本上限有望逼近7500亿美元，远超去年4558亿美元的总规模。()
| 排名 | # | 交易平台 | 24H成交额 | 成交涨跌幅 | 活跃度 | 交易平台 | 活跃度 |
|---|---|---|---|---|---|---|---|
| 1 | $184.87亿 | -11.59% | 86.7% | 86.7% | |||
| 2 | $25.75亿 | 0.44% | 68.6% | 68.6% | |||
| 3 | $403.53亿 | -8.34% | 85.4% | 85.4% | |||
| 4 | $9.07亿 | -15.5% | 69.3% | 69.3% | |||
| 5 | $108.70亿 | -6.73% | 65.3% | 65.3% | |||
| 6 | $12.63亿 | -8.14% | 53.3% | 53.3% | |||
| 7 | $2.01亿 | 19.08% | 65.3% | 65.3% | |||
| 8 | $7.57亿 | -8.68% | 68.4% | 68.4% | |||
| 9 | $2.87亿 | -21.18% | 56.9% | 56.9% | |||
| 10 | $71.39亿 | 0.5% | 71.1% | 71.1% | |||
| 11 | $4.45亿 | 5.37% | 36.2% | 36.2% | |||
| 12 | $2,985.73万 | -18.89% | 59.5% | 59.5% | |||
| 13 | $220.53亿 | -0.44% | 31% | 31% | |||
| 14 | $110.42亿 | 1.26% | 76.2% | 76.2% | |||
| 15 | $1.38亿 | -9.41% | 66.9% | 66.9% | |||
| 16 | $105.39亿 | -12.14% | 55.2% | 55.2% | |||
| 17 | $11.75亿 | -6.3% | 26% | 26% | |||
| 18 | $15.78亿 | 26.96% | 46.9% | 46.9% | |||
| 19 | $1.09亿 | -10.8% | 31.5% | 31.5% | |||
| 20 | $1,645.89万 | -21.22% | 58.2% | 58.2% |
