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 | $184.10亿 | -11.21% | 86.7% | 86.7% | |||
| 2 | $26.10亿 | 0.45% | 68.6% | 68.6% | |||
| 3 | $400.70亿 | -8.13% | 85.4% | 85.4% | |||
| 4 | $9.02亿 | -15.47% | 69.3% | 69.3% | |||
| 5 | $110.35亿 | -6.57% | 65.3% | 65.3% | |||
| 6 | $12.42亿 | -8.29% | 53.3% | 53.3% | |||
| 7 | $2.08亿 | 18.63% | 65.3% | 65.3% | |||
| 8 | $7.55亿 | -8.78% | 68.4% | 68.4% | |||
| 9 | $2.76亿 | -21.17% | 56.9% | 56.9% | |||
| 10 | $70.48亿 | 0.5% | 71.1% | 71.1% | |||
| 11 | $4.43亿 | 5.53% | 36.2% | 36.2% | |||
| 12 | $3,051.54万 | -18.24% | 59.5% | 59.5% | |||
| 13 | $213.50亿 | -0.43% | 31% | 31% | |||
| 14 | $113.81亿 | 1.32% | 76.2% | 76.2% | |||
| 15 | $1.45亿 | -9.75% | 66.9% | 66.9% | |||
| 16 | $104.64亿 | -12.25% | 55.2% | 55.2% | |||
| 17 | $11.74亿 | -6.41% | 26% | 26% | |||
| 18 | $15.76亿 | 27.28% | 46.9% | 46.9% | |||
| 19 | $1.11亿 | -10.75% | 31.5% | 31.5% | |||
| 20 | $1,646.54万 | -20.7% | 58.2% | 58.2% |
