---
title: "花旗：科技巨头资本支出增加将成为芯片制造商的福音"
description: "花旗分析师指出，科技巨头增加的资本支出将成为芯片制造商的福音。据估算，微软约占超微半导体销售额的 8%，Meta 则占博通销售额的 2%。该行分析师在周四报告中写道：\"我们相信博通与 AMD 将成为微软和 Meta 增加资本支出的主要受益者。\""
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/251026034.md"
published_at: "2025-07-31T14:04:41.000Z"
---

# 花旗：科技巨头资本支出增加将成为芯片制造商的福音

> 花旗分析师指出，科技巨头增加的资本支出将成为芯片制造商的福音。据估算，微软约占超微半导体销售额的 8%，Meta 则占博通销售额的 2%。该行分析师在周四报告中写道："我们相信博通与 AMD 将成为微软和 Meta 增加资本支出的主要受益者。"

花旗分析师指出，科技巨头增加的资本支出将成为芯片制造商的福音。据估算，微软约占超微半导体销售额的 8%，Meta 则占博通销售额的 2%。该行分析师在周四报告中写道："我们相信博通与 AMD 将成为微软和 Meta 增加资本支出的主要受益者。"

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