--- title: "科技股因对人工智能过度支出的新担忧而下跌——科技综述" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/293673916.md" description: "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" datetime: "2026-07-23T22:29:33.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/293673916.md) - [en](https://longbridge.com/en/news/293673916.md) - [zh-HK](https://longbridge.com/zh-HK/news/293673916.md) generator: "portal-rs" --- # 科技股因对人工智能过度支出的新担忧而下跌——科技综述 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 $14.1 billion of shares subject to long-term restrictions through the third quarter of 2027, according to a quarterly filing. Write to Patrick Sheridan at patrick.sheridan@wsj.com (END) Dow Jones Newswires July 23, 2026 18:19 ET (22:19 GMT) Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [GOOL.US](https://longbridge.com/zh-CN/quote/GOOL.US.md) - [SPCX.US](https://longbridge.com/zh-CN/quote/SPCX.US.md) - [SNK.US](https://longbridge.com/zh-CN/quote/SNK.US.md) - [SPAL.US](https://longbridge.com/zh-CN/quote/SPAL.US.md) - [SPCF.US](https://longbridge.com/zh-CN/quote/SPCF.US.md) - [LOFF.US](https://longbridge.com/zh-CN/quote/LOFF.US.md) - [SPCH.US](https://longbridge.com/zh-CN/quote/SPCH.US.md) - [SSPC.US](https://longbridge.com/zh-CN/quote/SSPC.US.md) - [SPCU.US](https://longbridge.com/zh-CN/quote/SPCU.US.md) - [GOOGL.US](https://longbridge.com/zh-CN/quote/GOOGL.US.md) - [GOOG.US](https://longbridge.com/zh-CN/quote/GOOG.US.md) ## 相关资讯与研究 - [Allworth Financial LP 出售了 49,477 股 Alphabet 公司的股票，代码为$GOOGL](https://longbridge.com/zh-CN/news/298098519.md) - [SpaceX 的 Grok 4.7 在编程能力上超越了 GPT-5.6 Sol，并且收费更低](https://longbridge.com/zh-CN/news/299674563.md) - [关键事实：GOOG 在芬兰投资 130 亿欧元；Google Home 向 AI 开放；Waymo 在新加坡](https://longbridge.com/zh-CN/news/299411400.md) - [SpaceX AI 发布了 Grok 4.7：这款旗舰级生成产品用于编码和知识工作，定价与 Grok 4.6 相同](https://longbridge.com/zh-CN/news/299671309.md) - [特斯拉重新开放 Roadster 的预订——但你需要支付 5 万美元](https://longbridge.com/zh-CN/news/299677102.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**