美国加利福尼亚圣克拉拉，超级碗LX赛事期间，人工智能领域的领军企业OpenAI、Anthropic、Google 和Amazon等，联合掀起了科技行业迄今为止最为激进的营销攻势。 此次超级碗商业时段，这些AI巨头各自投放了30秒的高价广告，单价介于800万至1000万美元之间。据 NBCUniversal数据显示，本次转播覆盖观众约1.2亿人次，成为AI企业向大众市场展示其技术转型的绝 佳舞台。此次广告不仅制作精良，融合了情感叙事和幽默讽刺，还体现了行业竞争的激烈态势。 Anthropic推出了一则讽刺广告，直接调侃了OpenAI将广告整合进ChatGPT的策略，凸显了两家公司在 商业模式上的根本分歧。Anthropic首席执行官Dario Amodei强调其产品定位为"高端、无广告"的替代方 案，而OpenAI首席执行官Sam Altman则倾向于通过广告和企业集成实现平台化货币化。Altman甚至公 开称Anthropic的广告"具有欺骗性"。 然而，在这种烧钱式的品牌竞赛背后，全球AI从业者不得不面对一个严峻的现实：AI的解释权和应用 门槛正被少数巨头高度垄断。 当我们在屏幕上看到克里斯·海姆斯沃斯与A ...

Core Viewpoint - Meta Platforms has criticized EU regulators for charging the company with breaching antitrust rules and threatening to halt its block on AI competitors on its messaging service WhatsApp [1] Group 1 - The EU regulators have taken action against Meta Platforms, indicating a significant regulatory challenge for the company in the European market [1] - The antitrust charges could impact Meta's competitive position, particularly regarding its AI capabilities within WhatsApp [1]

每经AI快讯，2月9日，美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨 0.3%，Meta涨0.2%，英伟达、苹果跌0.3%。 ...

来源：滚动播报 美股大型科技股盘前多数上涨，亚马逊、微软涨0.8%，特斯拉涨0.5%，谷歌A涨0.3%，Meta涨0.2%， 英伟达、苹果跌0.3%。 ...

Core Viewpoint - EU competition regulators have charged Meta Platforms with antitrust violations for allegedly blocking artificial intelligence competitors from accessing its WhatsApp messaging service, with potential interim measures being considered [1] Group 1: Antitrust Charges - The European Union has initiated legal action against Meta Platforms, citing breaches of antitrust regulations [1] - The charges focus on Meta's practices that may hinder competition in the artificial intelligence sector, particularly concerning its messaging service WhatsApp [1] Group 2: Potential Consequences - The EU has threatened to impose interim measures against Meta Platforms as part of the ongoing investigation [1] - These measures could significantly impact Meta's operations and its competitive stance in the AI market [1]

此前，多家科技巨头发布最新财报，制定了雄心勃勃的AI投资计划。这些科技巨头都是英伟达的忠实 客户。 分析指出，股东们对资本支出增加的反应不一，Meta和谷歌因广告和其他业务出现积极改善而受到投 资者青睐，微软和亚马逊则因AI相关业务增长不够快而受到冷遇。 #黄仁勋力挺科技巨头天量资本开支#【#黄仁勋力挺科技巨头超6000亿美元资本开支#：需求旺盛，AI 投资创造更多收入】近日，英伟达CEO黄仁勋在接受外媒采访时表示，科技行业在AI（人工智能）基 础设施方面不断增长的资本支出是合理、适当且可持续的，因为这些公司的现金流都将开始增长。他还 认为，AI基础设施建设仍处于早期阶段，未来几年内需求将持续旺盛。 黄仁勋表示："只要人们继续为AI付费，AI公司能够从中获利，那它们就会不断地翻倍、翻倍、翻倍、 再翻倍。" 其中，亚马逊预计，今年的资本支出将猛增五成至2000亿美元；谷歌母公司Alphabet预计，2026年支出 将在1750亿美元至1850亿美元之间；Meta表示，其资本支出可能比去年翻一番，达到1150亿美元至 1350亿美元之间；微软上财季资本支出同比增长创纪录的66%，高达375亿美元。 《华尔街日报》 ...

通信 行业研究/行业点评 云厂商资本开支高速增长，AI 基础设施产业 链高景气维持 ——通信行业点评报告 ◼ 核心观点 微软持续投资 AI 基础设施。据新华网 2026 年 1 月 29 日报道，微软 公司发布的 2026 财年第二季度财报显示，受云计算业务大幅增长带 动，企业当季营业收入达到 813 亿美元，同比增幅 17%；同期净利润 约为 385 亿美元，同比增长 60%。其中，微软云计算业务收入达 515 亿美元，同比增长 26%，其中智能云业务营收为 329 亿美元，同比增 长 29%。据澎湃新闻报道，微软公司表示，将在整个 AI 技术栈上持续 推进前沿创新。据上海证券报报道，微软第二财季资本支出达到 375 亿美元，同比增长 66%，创下纪录。微软投资者关系主管詹姆斯·安 布罗斯表示，基础设施支出的增加，反映出微软在 AI 相关和非 AI 工 作负载方面持续看到强劲的云需求。 Meta 2026 年计划资本开支快速增长。根据第一财经报道，2026 年 1 月 29 日，Meta 发布 2025 财年第四季度财报，公司第四季度营收及 2026 年第一季度营收指引均显著超出市场预期。报告显示，Meta ...

The Supreme Court on Monday deferred to February 23 pleas of Meta Platforms Inc and WhatsApp against a Competition Commission of India (CCI) order imposing a penalty of ₹213.14 crore over privacy policy. A bench comprising Chief Justice of India (CJI) Surya Kant and Justices Joymalya Bagchi and N V Anjaria was told that senior advocate Kapil Sibal was unwell and hence the hearing should be adjourned. The bench said it would take up the pleas for passing an interim order on February 23. It permitted a li ...

资料来源：wind 【上涨因素分析】 1、从近期美股的财报看，有几个点值得关注： 第一：资本开支还在加速。谷歌2026年资本支出预计在1750亿至1850亿美元之间，中值1800亿美元，同 比接近翻倍；Meta全年资本支出指引1150-1350亿美元，同比增长73%；亚马逊指引2000亿美元，同比 增长53%。微软未给全年指引，但说明季度环比下降，可能是因为融资租赁等因素。微软季节环比下 降，可能是因为融资租赁等因素导致，2025年下半年资本开支比上半年翻倍，26年第一季度环比下降很 正常，微软在业绩会上也强调了缺算力，无需过度担忧。此前市场预期2026年北美CSP资本开支增速在 42%左右，从近期财报看capex增速大超预期。 第二，CPO的渗透超预期，但需要关注一下scale up和scale out。目前市场共识是scale up会是cpo的主 场；scale out则依然由可插拔光模块主导。因为目前英伟达体系里面，scale up里面100%是电连接，所 以后面cpo渗透其实国内光模块龙头厂商也能做一些单子，此外可能也有部分可插拔光模块会在scale up 渗透。因此，总体上cpo在scale up渗 ...

Group 1 - The global top four Cloud Service Providers (CSPs) will invest an additional $660 billion in AI infrastructure this year, an increase of nearly $200 billion compared to last year [1][3] - Despite concerns about an "AI bubble," major companies continue to increase their investments, with Samsung Electronics and SK Hynix expected to be significant beneficiaries [1] - Amazon's latest financial report indicates an AI investment budget of $20 billion this year, a substantial increase from the previously forecasted $14.46 billion, representing a 60% year-over-year growth [3] - Meta plans to invest up to $13.5 billion in AI devices this year, a 74% increase compared to last year [3] - Google and Microsoft have announced investment plans of $18.5 billion and $14 billion respectively, both showing significant year-over-year growth [3] - The total investment scale of the four major CSPs this year is $66 billion, a 65% increase from last year's $40 billion [3] - The accelerated investments by CSPs are expected to catalyze the performance of storage manufacturers [3]