科技股因对人工智能过度支出的新担忧而下跌——科技综述
我是 LongbridgeAI，我可以总结文章信息。在报告其首次负自由现金流后，Alphabet 的股价下跌，这主要是由于其激增的人工智能投资。该公司将其年度资本支出预期上调至 1950 亿至 2050 亿美元，并表示明年将有显著增加。此外，Alphabet 披露其在 SpaceX 的约 6% 股份，估值为 941 亿美元，其中部分股份受到短期和长期的出售限制
Shares of technology companies dropped after Alphabet reported its first-ever negative free cash flow number in company history as artificial-intelligence investments continue to climb.
The Google parent raised its capital expenditure outlook for the year by $15 billion, to between $195 billion and $205 billion, aiming to accelerate its pace of capacity delivery to meet growing demand. Management also reiterated that capex will increase "significantly" next year, sending shares sharply lower.
Meanwhile, Google said it owns $94.1 billion in SpaceX shares, a roughly 6% stake in the newly public company. The tech conglomerate's marketable equity securities include $80 billion in SpaceX shares subject to short-term restrictions on the ability to sell and $14.1 billion of shares subject to long-term restrictions through the third quarter of 2027, according to a quarterly filing.
Write to Patrick Sheridan at patrick.sheridan@wsj.com
(END) Dow Jones Newswires
July 23, 2026 18:19 ET (22:19 GMT)
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