AI 资本开支加速：从四季度财报解读信号-The AI Capex Acceleration Reading the Signals from 4Q Earnings

February 9, 2026 11:07 AM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum The AI Capex Acceleration: Reading the Signals from 4Q Earnings February 9, 2026 Vishwanath Tirupattur – Chief Fixed Income Strategist | Strategist Brian Nowak – Lead US Internet Analyst | Equity Analyst Keith Weiss – Software Equity Research Analyst | Equity Analyst Stephen Byrd – Global Head of Thematic Research and Sustainability Research | Equity Analyst Andrew Pauker – US Equity Strategist | Equity Strategist ...