2026年用于数据中心资本支出的业务支出有望再增长50%

Group 1 - The core viewpoint of the article highlights that despite concerns over an AI bubble, leading semiconductor and networking companies may outperform the market again by 2026, with a projected 50% increase in capital expenditures for data centers [1] Group 2 - Morgan Stanley's North American analyst team, led by Harlan Ma, estimates significant growth in data center capital spending, indicating a robust future for the sector [1] - Nvidia's CEO Jensen Huang has warned of an AI energy crisis, emphasizing that the surge in computing power demand will challenge traditional energy supplies [1] - The U.S. power shortage is currently limiting AI development, while China's leading power generation capacity and complete domestic power equipment supply chain may benefit from both domestic grid investments and global AI data center expansions [1]