电子行业周报：海外云大厂CAPEX超预期，AI投资高歌猛进
AVIC Securities·2024-04-30 08:08
◆ ◆ 2 Microsoft AI 3 Google 2024 Alphabet 2024Q1 805.4 +15% Google 95.7 +28% AI 24Q1 120.1 91% 1 2024 Q1 Capex 480 2023 49% ◆ CSP 24Q1 capex 55% 2024 Teala 8.5 H100 GPU ◆ 1 2 HBM 3 4 ◆ Meta Microsoft Google Alphabet 1 AI 2 CSP AI AI 1 Meta AI AI Meta 2024Q1 364.6 +27% FoA 360.2 +27% RL 4.4 +30% FoA DAP +7% 32.4 AI AI 30% Facebook 50% Instagram AI AI AI Capex Meta 24Q1 67.2 2024 350-400 300- 370 2023 24.5%-42.3% 2025 AI App Economy Insights Meta Meta 2 Microsoft AI Microsoft FY24Q3 CY24Q1 618.6 +17% office L ...